George Harris is a CFP-designated registered investment advisor at Bentham Wealth Advisors, based in Williamsville, NY, with 32 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 218 clients with $110M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
300 International Dr, Suite 100, Williamsville, NY, 14221
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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 →Employment History
Current Registrations
Bentham Wealth Advisors
Previous Registrations
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State Registrations1 state
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.