How does the advisor help clients – Key Takeaways:
D.R. HARRIS & CO. is a financial consulting firm that specializes in providing expert financial advice to individuals and businesses. They take a personalized approach to financial planning and work closely with their clients to develop customized strategies to help them meet their financial goals.
They offer a wide range of services, including investment management, retirement planning, tax planning, and estate planning. They also assist clients with insurance and risk management, as well as business succession planning.
Facts and Insights:
Founded in 1987, D.R. HARRIS & CO. has over 30 years of experience in the financial industry. They have a team of highly experienced advisors who are dedicated to providing top-notch financial advice and services.
The firm manages assets worth over $500 million and has a team of 15 advisors. This allows them to provide personalized attention to each client and offer tailored solutions that meet their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 15 | 30+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Business succession planning
Client Types:
D.R. HARRIS & CO. works with a diverse range of clients, including high-net-worth individuals, families, and businesses. They have the expertise to cater to the unique needs and goals of each client and provide tailored solutions that align with their financial objectives.
Fees & Compensation:
The firm’s fees are based on a percentage of assets under management. They also charge a fixed fee for some services, such as financial planning and consulting. The exact fees and compensation structure may vary depending on the scope and complexity of the services provided.
Background:
D.R. HARRIS & CO. was founded by David R. Harris, a financial expert with over 40 years of experience in the industry. He has assembled a team of highly qualified and experienced advisors who are committed to providing exceptional financial services to their clients.
The firm has offices in New York City and Washington D.C. and serves clients across the United States. They are registered with the Securities and Exchange Commission (SEC) and are a member of the Financial Industry Regulatory Authority (FINRA).
Financial Advisor Disclosures to Know:
D.R. HARRIS & CO. has a clean record and has not faced any disciplinary actions or regulatory sanctions in the past. They are committed to transparency and always strive to act in the best interest of their clients.
However, it is important to note that past performance does not guarantee future results, and all investments come with a certain level of risk. Clients should carefully review all disclosures and agreements before engaging with the firm.