Bellars Harris Wealth Management offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Investment advice is tailored to each client's objectives and financial needs. The firm uses a wrap fee program for investment management services. They may also recommend external managers. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance analysis. BHWM also offers advisory services to qualified retirement plans.
Assets Under Management$510M
Clients299
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual investment management services fee ranges up to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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