D.R. HARRIS & CO.

Overview

D.R. Harris & Co. is a single-owner advisory practice organized as a sole proprietorship that focuses on fee-for-service financial planning and portfolio work for individuals and small businesses. The firm reports a fixed-fee compensation model rather than percentage-of-assets billing, which aligns with a planning-first engagement style and consulting relationships. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm does not position itself as a capital allocator and is not active as an ESG investor. The firm uses third-party managers to implement nontraditional exposure rather than acting as a primary allocator or GP. An industry affiliation with a law firm is noted, which suggests the practice may serve clients with integrated wealth, legal and estate planning needs or coordinate closely with legal advisers on wealth-transfer and tax matters.

Assets & Accounts

Investments & Alternatives

Location & Offices