Harris Wealth Management, LLC
Harris Wealth Management, LLC (CRD# 117184) is a financial advisory firm headquartered in Twin Falls, ID. They manage $24,354,786 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harris Wealth Management, LLC
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$259,093
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID
Financial Advisors at Harris Wealth Management, LLC
1
Lisa Donnelley (CRD# 4472808) is an Investment Advisor Representative working at Harris Wealth Management, LLC in Twin Falls, ID and has 1 year of experience in the finance industry.
2
Robert Shappee (CRD# 2924534) is an Investment Advisor Representative working at Harris Wealth Management, LLC in Meridian, ID and has over 26 years of experience in the finance industry.
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