Keith Harris is a registered investment advisor at Bcd Advisors, based in Akron, OH, with 13 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 448 clients with $52M 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. BCD also recommends Betterment, which charges its own wrap fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Location
Akron, OH
Get directionsHistory
Regulatory History (2)
Regulatory
December 2020Criminal
February 1992Other Business ActivitiesSells Insurance
Keith is a partner in Jagged Edge Sports LLC, providing core training for athletes, dedicating about 10-20% of his time. He is also a producer for Financial Resources of America and owner of Harris Financial Solution, selling all forms of life insurance and annuities, and president of DRIP LLC, which buys and sells residential real estate, dedicating about 10-20% of his time.
Employment History
Current Registrations
Bcd Advisors
Previous Registrations
Investments for You, INC.Broker
Alton Securities Group INC.Broker
Nylife Securities LLCBroker
State Registrations6 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.