S Harris Financial Group (SHFG) provides investment advice and financial planning to individuals, high-net-worth individuals and families, and retirement plans. SHFG offers wealth management services, including investment management and financial planning. Investment management involves creating a portfolio strategy based on the client's goals and risk tolerance, using stocks, ETFs, mutual funds, and bonds. Financial planning covers areas like cash flow, debt management, retirement projections, insurance, tax, and estate planning. SHFG may also refer clients to other specialists like accountants or attorneys.
Fee Structure
S Harris Financial Group offers investment management as part of its wealth management services. The fee for wealth management can be up to 2.00% of your portfolio's value each year, paid quarterly. The exact fee is negotiable based on the complexity of your situation and the amount you invest. Clients with less than $1,000,000 may also be charged a separate annual financial planning fee.