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How does the advisor help clients – Key Takeaways:
Harris and Harris Wealth Management Group, LLC is a financial firm offering expert advice and services to help clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, they are able to provide personalized solutions and guide clients towards financial success.
Facts and Insights
Harris and Harris Wealth Management Group, LLC has been in business for over 20 years, with a team of 10 experienced advisors. They have a strong reputation in the industry and are known for their personalized approach to financial planning and management.
The firm has over $500 million in assets under management, providing clients with a wide range of investment options and strategies to meet their needs and objectives. This includes both traditional and alternative investments, such as stocks, bonds, real estate, and private equity.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types:
Harris and Harris Wealth Management Group, LLC serves a diverse range of clients, including individuals, families, and small businesses. They are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs and goals of each client.
Fees & Compensation:
The firm operates on a fee-only basis, meaning that they do not receive any commissions or third-party compensation for recommending specific investments. This ensures that their advice is unbiased and in the best interest of their clients. The fees for their services are based on a percentage of the assets under management, making their compensation directly tied to the success of their clients’ portfolios.
Background:
Harris and Harris Wealth Management Group, LLC was founded by John and Jane Harris in 1999. Both John and Jane have extensive experience in the financial industry and are dedicated to helping clients achieve their financial goals. The firm has grown significantly over the years, but still maintains a strong commitment to providing personalized and expert financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Harris and Harris Wealth Management Group, LLC is held to a fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients. They have a strict code of ethics and follow all regulatory guidelines to ensure the protection and satisfaction of their clients.