Harris Kirschner is a registered investment advisor at 3rd Creek Investments, based in Incline Village, NV, with 13 years of industry experience. Harris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $200M 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% |
Fee Estimator
Location
Incline Village, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harris is involved in several ventures, including managing and supporting angel investing/venture capital firms (3rd Creek Norway Ventures, 3rd Creek Medical Ventures, 3rd Creek Vietnam Ventures) and serving on the investment committee for the 3rd Creek Foundation. Harris also works as CFO for Spinal Surgical Strategies and assists with accounting and tax tasks for 3rd Creek Accounting, dedicating a few hours per week to each.
Employment History
Current Registrations
3rd Creek Investments
State Registrations1 state
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