How does the advisor help clients – Key Takeaways:
HARRIS & ASSOCIATES is a leading financial advisory firm that provides expert guidance to clients seeking to make sound financial decisions. With a team of experienced advisors and a wide range of services, HARRIS & ASSOCIATES is equipped to help clients navigate the complexities of the financial world. Here are some key takeaways that highlight how the firm can assist its clients:
- Provides personalized financial advice based on individual goals and needs.
- Offers a diverse range of financial services to meet the needs of different clients.
- Has a team of experienced and knowledgeable advisors who stay updated on the latest financial trends and strategies.
- Offers transparent and competitive fee structures.
- Prioritizes client education and empowerment through regular communication and updates.
Facts and Insights
Founded in 1998, HARRIS & ASSOCIATES has been dedicated to helping individuals, families, and businesses achieve their financial goals for over 20 years. The firm operates with a client-first approach, providing personalized and comprehensive financial advice to each client. HARRIS & ASSOCIATES believes that building a long-term relationship with its clients is essential for success and takes a holistic approach to financial planning.
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
HARRIS & ASSOCIATES offers a diverse range of financial services to meet the unique needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
Client Types
HARRIS & ASSOCIATES serves a wide range of clients, including:
- High-net-worth individuals
- Families and individuals
- Businesses
- Charitable organizations
Fees & Compensation
HARRIS & ASSOCIATES operates with transparency when it comes to fees and compensation. The firm offers competitive fee structures tailored to each client’s needs and budget. Clients are informed of all fees and charges upfront, and there are no hidden fees or commissions. HARRIS & ASSOCIATES believes in aligning its interests with those of its clients and does not receive any commissions for recommending specific products or services.
Background
HARRIS & ASSOCIATES was founded in 1998 by John Harris, a seasoned financial advisor with over 30 years of experience. John’s vision was to create a firm that would provide clients with personalized and objective financial advice to help them achieve their unique goals. Today, the firm has grown to include a team of experienced and dedicated advisors who share John’s vision and are committed to providing the best possible service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARRIS & ASSOCIATES is bound by fiduciary duty to act in the best interests of its clients. This means that the firm must put the interests of its clients above its own when making recommendations or managing assets. The firm also takes compliance and regulation seriously and actively monitors and discloses any potential conflicts of interest that may arise.