How does the advisor help clients – Key Takeaways:
Harris Consulting is a financial consulting firm that specializes in providing expert financial advice to its clients. With a team of seasoned financial professionals, the firm offers a wide range of services and strives to help clients achieve their financial goals. Here are the key takeaways from how the advisor helps clients:
- Provides personalized financial advice tailored to individual needs and goals.
- Offers a diverse range of financial services, including investment management, retirement planning, and wealth management.
- Works closely with clients to develop a comprehensive and sustainable financial plan.
- Utilizes a team of highly skilled and experienced advisors to provide expert guidance.
Facts and Insights
Harris Consulting is a well-established financial consulting firm with a solid reputation for providing top-notch financial advice to clients. Here are some key facts and insights about the company:
- Founded in 2005 by John Harris, a seasoned financial expert with over 20 years of experience in the industry.
- Headquartered in New York City, but serves clients nationwide.
- Comprised of a team of 15 highly skilled and experienced financial advisors.
- Consistently ranked as one of the top financial consulting firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
Harris Consulting offers a diverse range of financial services to meet the individual needs and goals of its clients. Some of the services offered include:
- Investment Management
- Retirement Planning
- Wealth Management
- Tax Planning
- Estate Planning
- College Savings Planning
Client Types
Harris Consulting caters to a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Small and medium-sized businesses
- Corporate executives
Fees & Compensation
Harris Consulting operates on a fee-based compensation structure, meaning that the firm charges a percentage of the assets under management as a fee for its services. This aligns the advisor’s interests with the client’s, as the firm is motivated to grow the client’s assets to increase their own compensation. The firm is transparent about its fees and works closely with clients to ensure they are comfortable with the fee structure.
Background
John Harris, founder of Harris Consulting, has been involved in the financial industry for over 20 years. He has a wealth of knowledge and experience in various financial areas, including investment management, retirement planning, and wealth management. He and his team of advisors are dedicated to providing top-notch financial advice and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, Harris Consulting is committed to acting in the best interest of its clients and adheres to all relevant regulations and laws. Here are the top financial advisor disclosures clients should be aware of when working with the firm:
- Fiduciary duty: Harris Consulting operates on a fiduciary duty, meaning they are legally required to act in the best interest of their clients.
- Potential conflicts of interest: The firm may have potential conflicts of interest, such as receiving compensation from third-party companies for recommending their products or services. However, they are transparent about any potential conflicts and prioritize the client’s needs above their own.
- Firm’s disciplinary history: Harris Consulting has a clean disciplinary history and has never been subject to any regulatory or legal action