MH
CFA
MH
CFA

Matthew Alan Harris

17 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
54 clients
Average Client Portfolio
$586.8M average
Assets Under Management
$31.7B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.25%
$25.0M - $50.0M0.20%
$50.0M - $100.0M0.15%
$100.0M - $250.0M0.10%
$250.0M - $500.0M0.06%
$500M+0.04%

Fees are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hilltop Securities Asset Management, LLC
February 2025 - Present · 1 yr
Hilltop Securities INC.Broker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hilltop Securities INC.
February 2025 - May 2025 · 3 mos
The Baker Group, LPBroker
November 2007 - December 2023 · 16 yrs 1 mo
State Registrations3 states
AZFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.