Allon Harris is a registered investment advisor at Valley Financial Management, INC., based in New York, NY, with 12 years of industry experience. Allon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124 clients with $470K 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 | 0.50% |
Fees are not negotiable. As a wrap fee program, the Advisory Fee covers all trading and advisory charges.
Fee Estimator
Location
350 Madison Ave., 4th Floor, Compliance Department, New York, NY, 10017
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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
Valley Financial Management, INC.
Valley Financial Management, INC.Broker
State Registrations4 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.