Jeffrey Harris is a CFA-designated registered investment advisor at Jmh Wealth Management, LLC, based in Hanover, NH, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 80 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Employee accounts are generally not charged fees.
Fee Estimator
Location
45 Lyme Road, Suite 307, Hanover, NH, 03755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jmh Wealth Management, LLC
Previous Registrations
American Trust Investment Advisors, LLC
State Registrations3 states
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