Bradley Harris
Bradley Harris is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Blvd. Ste 400, Los Angeles, CA, 90025
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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 ActivitiesSells Insurance
Bradley operates several businesses, including Perennial Financial Services LLC, Ploutos Wealth Advisors Inc., and Perennial Investment Advisors LLC, focusing on investment advisory services. Bradley also conducts non-variable insurance business under the DBA Perennial Financial & Insurance Services and recently started Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions as an insurance agent.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 states
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