Felicia Harris
Felicia Harris is a CFP-designated registered investment advisor at Everythinghr Financial Services LLC, based in Rochester Hills, MI, with 32 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.25% |
Fee Estimator
Location
1055 South Blvd E Suite 225, Rochester Hills, MI, 48307
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Felicia owns El Shaddai Consulting LLC DBA Everything HR since 2012, spending about 10-20% of her time on consulting activities. She also works as an arbitrator for FINRA, dedicating minimal time to this role.
Employment History
Current Registrations
Everythinghr Financial Services LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.