How does the advisor help clients – Key Takeaways:
Everett Harris & Co. is a financial advisory firm dedicated to helping clients achieve their financial goals by providing expert advice and guidance. With years of experience in the industry, the advisors at Everett Harris & Co. have the knowledge and expertise to help clients make informed financial decisions.
Facts and Insights
The following table provides an overview of the key details about Everett Harris & Co., including their assets under management, number of advisors, and time in business.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 12 | 30 years |
Financial Services Offered
Everett Harris & Co. offers a range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and more. By tailoring these services to each client’s specific needs, Everett Harris & Co. ensures that their clients receive the best possible financial advice.
Client Types
Everett Harris & Co. works with various types of clients, including individuals, families, small businesses, and institutions. The firm’s advisors have experience working with clients from all backgrounds and understand the unique financial challenges each client may face. This allows them to provide personalized solutions that meet the specific needs of each client.
Fees & Compensation
For their services, Everett Harris & Co. charges a fee based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with that of the client’s, as the firm only earns more when the client’s assets grow. Additionally, the firm does not receive any third-party compensation, ensuring that their advice is unbiased and in the best interest of the client.
Background
The team at Everett Harris & Co. is highly qualified and experienced in providing financial advice. Many of the firm’s advisors hold advanced degrees and certifications, including the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). This demonstrates the firm’s commitment to providing clients with the highest level of financial expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, Everett Harris & Co. is required to disclose any potential conflicts of interest and important information about their business operations. These disclosures can be found in the firm’s Form ADV, which is updated regularly and available to the public. This allows clients to make informed decisions when choosing a financial advisor.