How does the advisor help clients – Key Takeaways:
Harrison Capital Management LLC is a financial consulting firm dedicated to providing expert advice to its clients in the areas of investment management, retirement planning, and wealth preservation. With a team of highly experienced financial advisors, Harrison Capital Management LLC assists clients in achieving their financial goals and securing their future.
The following key takeaways highlight the ways in which Harrison Capital Management LLC helps its clients:
- Guidance in building a personalized investment portfolio
- Expertise in retirement planning and wealth preservation
- Highly experienced team of financial advisors
- Client-focused approach
- Commitment to ethical and transparent practices
Facts and Insights
Harrison Capital Management LLC was founded in 2005 and is headquartered in New York, with additional offices in major cities across the United States. The firm is registered with the Securities and Exchange Commission (SEC), providing clients with the assurance of legal compliance and financial stability.
The firm has consistently shown strong financial success, with total assets under management increasing steadily over the years. As of 2021, Harrison Capital Management LLC has over $3 billion in assets under management, with a team of over 50 advisors dedicated to serving its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($ billion) | Number of Advisors |
|---|---|---|
| 2021 | 3 | 50+ |
| 2020 | 2.7 | 45+ |
| 2019 | 2.5 | 40+ |
Financial Services Offered
Harrison Capital Management LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Wealth preservation
- Estate planning
- Tax planning
Client Types
Harrison Capital Management LLC serves a diverse range of clients, including individuals, families, corporations, and institutional investors. The firm understands that each client has unique financial goals and needs, and therefore, offers personalized services to meet their specific requirements.
Fees & Compensation
Harrison Capital Management LLC believes in complete transparency when it comes to its fees and compensation structure. The firm charges a management fee based on a percentage of a client’s assets under management. This fee covers all the services provided by the firm, including investment management, retirement planning, and wealth preservation. The firm does not charge any additional fees or commissions, ensuring that clients’ interests are aligned with the firm’s.
Background
Harrison Capital Management LLC was founded by financial industry veteran John Harrison, who has over 25 years of experience in the field. He started the firm with a vision to provide unbiased, ethical, and expert financial advice to clients. Today, the firm has grown to become one of the most reputable and successful financial consulting firms in the country, thanks to its committed team of advisors and client-focused approach.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is important to be aware of any potential disclosures or conflicts of interest. Harrison Capital Management LLC has a clean record, with no reported regulatory actions, legal disputes, or disciplinary events. The firm prioritizes ethical and transparent practices, ensuring that clients can trust and rely on its services.