How does the advisor help clients – Key Takeaways:
In its mission to empower clients to achieve financial success, Harrison Capital Management brings a unique blend of expertise, stability, and fulfillment to the table. With a highly experienced team and a comprehensive suite of financial services, this renowned firm offers top-notch advice and guidance to its clients, ensuring their financial goals are achieved and their future is secured.
Facts and Insights
Harrison Capital Management is a reputable financial management firm that operates with utmost integrity and efficiency. The company prides itself in its ability to understand the complexities of the financial world, analyze market trends, and develop strategies that enable clients to make informed decisions. Through continuous research and a deep understanding of the clients’ needs, Harrison Capital Management is able to provide solutions that address both short-term and long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
Harrison Capital Management offers a wide range of financial services that are tailored to meet the unique needs and goals of each client. These services include wealth management, retirement planning, investment management, tax planning and optimization, insurance planning, and estate planning. With a holistic approach, the firm ensures that all aspects of a client’s financial health are taken care of.
Client Types
Harrison Capital Management caters to a diverse range of clients, including individuals, families, and businesses. The firm has a vast understanding of the unique financial needs of each client and develops personalized strategies to address them.
Fees & Compensation
As a fiduciary, Harrison Capital Management is committed to providing transparent and fair pricing for its services. The firm charges a percentage of assets under management as its main fee, with rates ranging from 0.5% to 1.5%. Clients have the option to choose hourly or yearly fees based on their preferences and financial goals.
Background
Harrison Capital Management was founded in 2006 by John Harrison, a highly experienced financial expert with over 25 years of experience in the industry. The firm has grown over the years, attracting top talent and expanding its services to cater to the evolving needs of the market. Through a client-centric approach, Harrison Capital Management has built a solid reputation as a trusted and reliable financial management firm.
Financial Advisor Disclosures to Know
Harrison Capital Management is committed to transparency and upholding the highest ethical standards. As such, the firm discloses all relevant information regarding fees, compensation, conflicts of interest, and other important information that may impact the client’s decision making.