CFP

Michael Harris

16 Years of Experience

Williamsburg, VA

Michael Harris is a CFP-designated registered investment advisor at Blue Rock Financial Services, INC., based in Williamsburg, VA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $59M in assets under management.

Blue Rock Financial Services, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

75 clients

Average Client Portfolio

$792K average

Assets Under Management

$59.4M

Fee Structure

Planning is included in investment management (also available separately)

Minimum Annual Fee:$2,000

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.00%
$1M+	0.75%

Fees are negotiable. $2,000 minimum annual fee charged quarterly in advance.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Williamsburg, VA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Blue Rock Financial Services, INC.

October 2009 - Present · 16 yrs 6 mos

State Registrations3 states

CAORVA

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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