Charles Harris
Charles Harris is a registered investment advisor at H&s Tax and Wealth Advisors LLC, based in Red Bank, NJ, with 14 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 83 clients with $68M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Legacy clients may be billed under an alternate fee schedule. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
130 Maple Ave, Unit 2A, Red Bank, NJ, 07704
Get directionsHistory
Regulatory History (1)
Criminal
November 1988Other Business Activities
Charles is a partner (51% ownership) in H&S Tax Associates LLC, a CPA firm, since 2016. He dedicates nearly full-time to tax preparation and accounting duties.
Employment History
Current Registrations
H&s Tax and Wealth Advisors LLC
Previous Registrations
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
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.