Harris Wealth Management

Overview

Harris Wealth Management is a corporation under individual ownership that serves private individuals and families. The firm charges advisory fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It also lists real estate brokerage among its business activities and has an industry affiliation with an insurance company. The adviser does not identify as a capital allocator, is not positioned as a multi-state adviser, and does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices