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How does the advisor help clients – Key Takeaways:
Harris Preston & Partners, LLC is a highly experienced financial services firm that remains dedicated to helping clients achieve their financial goals. The team at Harris Preston & Partners, LLC offers a wide range of financial services to individuals and businesses, ranging from investment management to retirement planning. With a strong commitment to financial expertise and personalized service, they have been able to build lasting relationships with their clients and provide them with the tools and guidance needed to make informed financial decisions.
Facts and Insights
Harris Preston & Partners, LLC was founded in 2005 and has been in business for over 15 years. The firm is based in New York City and is comprised of a team of experienced financial advisors who have a deep understanding of the ever-changing financial landscape. The firm manages over $500 million in assets and has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Harris Preston & Partners, LLC offers a comprehensive range of financial services to meet the unique needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, and wealth management. The team at Harris Preston & Partners, LLC works closely with each client to create a customized financial plan that helps them work towards their financial goals.
Client Types
Harris Preston & Partners, LLC serves a diverse group of clients including high-net-worth individuals, families, and businesses. They understand that every client has different financial needs and goals, and they work tirelessly to create tailored solutions for each individual client.
Fees & Compensation
Harris Preston & Partners, LLC operates on a fee-only compensation structure, meaning their advisors are only compensated by the fees paid by their clients for the services they provide. This ensures that their advisors act in the best interest of their clients and there are no conflicts of interest.
Background
The team at Harris Preston & Partners, LLC is comprised of highly experienced financial advisors with diverse backgrounds. They hold a wide range of professional certifications and have a deep understanding of the financial markets. This enables them to provide expert guidance to their clients and help them navigate through the complexities of the financial world.
Financial Advisor Disclosures to Know
As a registered investment advisor, Harris Preston & Partners, LLC is required to disclose any potential conflicts of interest or disciplinary actions. It is important for clients to be fully informed about their financial advisor, and Harris Preston & Partners, LLC maintains full transparency in all of their business practices.