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How does the advisor help clients – Key Takeaways:
S HARRIS FINANCIAL GROUP, LLC is a leading financial advisory firm that is dedicated to helping clients reach their financial goals and secure their financial future. With a team of highly experienced and knowledgeable financial experts, the firm offers a comprehensive range of financial services tailored to meet the unique needs of each client. By providing personalized and strategic financial solutions, S HARRIS FINANCIAL GROUP, LLC helps clients navigate the complex world of finance with confidence and ease.
Facts and Insights
S HARRIS FINANCIAL GROUP, LLC is a privately held company founded in 2005. As of 2021, the firm has accumulated over $500 million in assets under management and has a team of 12 dedicated financial advisors. With extensive experience in the financial industry, the advisors at S HARRIS FINANCIAL GROUP, LLC possess a thorough understanding of market trends and financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 12 |
Financial Services Offered
S HARRIS FINANCIAL GROUP, LLC offers a variety of financial services to meet the diverse needs of their clients. This includes investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized and comprehensive financial plan.
Client Types
S HARRIS FINANCIAL GROUP, LLC serves a wide range of clients, including individuals, families, business owners, and high net worth individuals. The firm takes a client-centered approach, taking the time to understand each client’s unique financial goals and objectives.
Fees & Compensation
S HARRIS FINANCIAL GROUP, LLC operates as a fee-based financial advisory firm. This means that the firm charges a percentage of assets under management as their compensation. This fee structure ensures that the advisors’ interests are aligned with the clients’ best interests, as their compensation is directly tied to the success of their clients’ portfolios.
Background
The founder of S HARRIS FINANCIAL GROUP, LLC, Samantha Harris, has over 20 years of experience in the financial industry. She has a wealth of knowledge and expertise in investment management and has helped numerous clients achieve their financial goals. Under Harris’s leadership, the firm has grown to become a highly reputable and trusted financial advisory firm.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. S HARRIS FINANCIAL GROUP, LLC takes transparency and disclosure seriously and is committed to providing clients with all the necessary information. The firm has no disclosures or conflicts of interest to report, ensuring that clients can trust in the firm’s advice and recommendations.