How does the advisor help clients – Key Takeaways:
R. Kent Harris and Associates, Ltd. is a team of highly qualified and experienced financial experts who specialize in providing top-notch financial advice and services to their clients. With years of experience under their belt, they have developed a reputation for being reliable and trustworthy advisors, assisting their clients in achieving their financial goals and securing their future.
Facts and Insights
R. Kent Harris and Associates, Ltd. have been in the financial advisory business for over 20 years. During this time, they have worked with numerous clients, helping them gain financial stability and security. Through their years of experience, they have gained valuable insights and knowledge about the financial industry, allowing them to provide strategic and personalized advice to each of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20 years |
Table data source: AdvisoryHQ
Financial Services Offered
R. Kent Harris and Associates, Ltd. provide a wide range of financial services to their clients. These include retirement planning, investment management, tax planning, estate planning, and more. They use a customized approach, tailored to each client’s unique financial needs and goals, to deliver the best results.
Client Types
R. Kent Harris and Associates, Ltd. work with a diverse range of clients, including individuals, families, and small businesses. They also cater to high-net-worth individuals, providing them with specialized and advanced financial strategies to help them grow and safeguard their wealth
Fees & Compensation
The fee structure at R. Kent Harris and Associates, Ltd. is based on a percentage of the client’s assets under management. This means that they only get paid when their clients’ investments are performing well, giving them an added incentive to provide sound financial advice and management. They are transparent about their fees and do not believe in charging any hidden commissions or fees, ensuring that their clients receive unbiased advice.
Background
R. Kent Harris, the founder and lead advisor at R. Kent Harris and Associates, Ltd., has over 30 years of experience in the financial industry. He is a Certified Public Accountant (CPA) and holds a Chartered Financial Analyst (CFA) designation. Along with his team of experts, he is committed to providing clients with the highest level of financial expertise and service.
Financial Advisor Disclosures to Know
R. Kent Harris and Associates, Ltd. is a registered investment advisor with the Securities and Exchange Commission (SEC). They are obligated to act in their clients’ best interests and follow a fiduciary standard, putting their clients’ needs above their own. They have a clean record with no disciplinary actions or regulatory events, ensuring trust and credibility in their services.
Disclosure source: SEC Advisor