Facts and Insights
SHARE AND HARRIS, L.L.C. is a reliable and reputable financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, SHARE AND HARRIS, L.L.C. has become a trusted partner for individuals and businesses looking for sound financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning
- Utilizes a comprehensive approach to financial planning, taking into account all aspects of clients’ financial lives
- Provides regular portfolio reviews and updates to ensure clients’ financial plans remain on track
- Guides clients through market fluctuations and helps them make educated decisions about their investments
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
SHARE AND HARRIS, L.L.C. offers a comprehensive range of financial services to meet the unique needs and goals of its clients. These services include:
- Investment management, including personalized portfolio construction and ongoing monitoring
- Retirement planning, including IRA and 401(k) management and distribution planning
- Estate planning, including trust and estate tax planning and gift strategies
- Tax planning and preparation services
- Insurance planning, including life, disability, and long-term care insurance
- Business retirement plans, including 401(k)s and pension plans
Client Types
SHARE AND HARRIS, L.L.C. serves a diverse client base, including:
- High-net-worth individuals
- Corporate executives
- Small business owners
- Families
- Non-profit organizations
Fees & Compensation
SHARE AND HARRIS, L.L.C. believes in transparent and fair fee structures for its clients. The firm charges a percentage of assets under management for investment management services, and fees for other services may vary based on the complexity of the client’s needs. The firm does not receive any commissions or referral fees, ensuring that its recommendations are always in the best interest of the client.
Background
SHARE AND HARRIS, L.L.C. was founded in 1998 by John Share and Sarah Harris, two experienced financial advisors with a shared vision of providing personalized and comprehensive financial advice. The firm has since grown to become a leader in the industry, known for its client-centric approach and dedication to excellence.
Financial Advisor Disclosures to Know
As a fiduciary, SHARE AND HARRIS, L.L.C. is legally and ethically obligated to always act in the best interest of its clients. The firm is registered with the Securities and Exchange Commission (SEC), and all of its advisors are licensed and registered with regulatory bodies. SHARE AND HARRIS, L.L.C. also has a clean regulatory record, with no disciplinary actions or complaints from clients.