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How does the advisor help clients – Key Takeaways:
K.J. HARRISON & PARTNERS (USA) INC. provides expert financial guidance and services to its clients. The firm operates with a professional and knowledgeable team, offering a wide range of financial services for various client types. Their management approach is tailored to meet the unique needs and goals of each individual or organization they work with.
Facts and Insights
Founded in 2003, K.J. HARRISON & PARTNERS (USA) INC. has been in operation for over 18 years and has established itself as a highly reputable financial advisor. During this time, they have accumulated extensive knowledge and experience in the financial industry, making them a trusted and reliable partner for their clients.
Assets Under Management, Number of Advisors and Time in Business:
In 2020, K.J. HARRISON & PARTNERS (USA) INC. reported total assets under management of approximately $1.5 billion. With a team of over 20 advisors, the firm is well-equipped to handle a diverse range of financial needs and goals.
| Assets Under Management | Number of Advisors | Years in Business | |
|---|---|---|---|
| K.J. HARRISON & PARTNERS (USA) INC. | $1.5 billion | 20+ | 18+ |
Financial Services Offered
K.J. HARRISON & PARTNERS (USA) INC. offers a comprehensive suite of financial services, including investment management, financial planning, tax planning, and estate planning. They also provide advisory services for retirement planning, education planning, and risk management.
Client Types
As a full-service financial advisor, K.J. HARRISON & PARTNERS (USA) INC. caters to a diverse range of clients, including high-net-worth individuals, families, and institutions. Their team has the expertise to handle the complex financial needs of these clients and help them achieve their financial goals.
Fees & Compensation
K.J. HARRISON & PARTNERS (USA) INC. operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets under management or a fixed fee for financial planning services. This structure ensures that the firm’s interests are aligned with their clients’ interests, as their fees are tied to the performance of their clients’ investments.
Background
K.J. HARRISON & PARTNERS (USA) INC. was founded by Kevin J. Harrison, a highly experienced and renowned financial advisor. He has over 23 years of experience in the industry and holds various professional designations, including Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®). Harrison and his team are committed to providing personalized and transparent financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, K.J. HARRISON & PARTNERS (USA) INC. is required to adhere to certain regulatory disclosures. These include any conflicts of interest, disciplinary actions, and affiliations with other financial firms. This information can be found on their Form ADV, which is publicly available on the Securities and Exchange Commission (SEC) website.
In conclusion, K.J. HARRISON & PARTNERS (USA) INC. offers a wealth of experience and expertise in the financial industry, making them a valuable asset to their clients. Their comprehensive range of services, tailored approach, and commitment to transparency make them a top choice for individuals and institutions seeking financial guidance and management.