Mary Harris is a registered investment advisor at Quadcap Wealth Management, LLC, based in Frisco, TX, with 21 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 532 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and can vary amongst clients.
Fee Estimator
Location
2600 Network Blvd, Suite 300, Frisco, TX, 75034
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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
Quadcap Wealth Management, LLC
Previous Registrations
Fullcircle Wealth LLC
Triad Advisors, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
AXA Distributors, LLCBroker
Directed Services LLC
Directed Services LLCBroker
MML Distributors, LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.