Services
Accredited Investing
High net-worth investors ($1MM+) who do not qualify as corporate entities
Corporate Accounts
Investment, Consulting, and Advisory accounts held by corporate entities
Education Funding Accounts
Investment accounts, generally for the benefit of a minor, for education expenses
Financial Planning
Non-investment-based services, including budget, savings, and debt solutions
Lifestyle & Legacy Planning
Full-service financial and investment planning services focused on achieving certain lifestyle, generational wealth, and philanthropy goals
Minor Accounts
Investment accounts owned by and for the benefit of a minor, held in custody and funded by a trusted adult or entity until the minor comes of age
Philanthropy
Investment opportunities to fund nonprofit organizations and their missions
Portfolio Design & Management
Full-service investment portfolio design and management for accredited and corporate-level investors
Power of Attorney
Discretionary fiduciary service offered on a limited basis to select clients
Retail Investing
Investors (under $1MM) who do not qualify as accredited or corporate entities
Retirement Planning
Full-service financial and investment planning services focused on achieving specific retirement goals
Wealth Management
Full-service financial and investment planning services focused on building generational wealth
Accredited Investors
Accredited Investors
Accredited investors generally have access to investable assets of at least $250,000 and will invest more like corporate clients than the average individual retail client.
Investing goals for our accredited investors may include wealth building, wealth management, lifestyle planning, legacy planning, philanthropic goals, and retirement or second act planning.
Our fee-only, non-custodial model allows us to serve each client's needs and best interests with absolute integrity.
Who is an Accredited Investor?
An accredited investor is an individual with a net worth of $1 million or more and an annual income of $200,000 (single) or $300,000 (married, filing jointly), not including their primary residence, with the expectation of continued annual salary in that range. Accredited investors are sometimes called "High-net-worth (HNW)" clients because of these requirements.
Big goals?
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Helping accredited investors maximize their assets and increase their philanthropic impact.
Options for Non-Accredited Investors
Accounts under $250,000 | Net-Worth under $1 million
Solopreneurs, startups, young professionals, growing or small-on-purpose organizations, and others that don't meet the corporate and accredited investor threshold may be eligible for services and accounts, but with different requirements and permissions that more accurately fit their needs.
At this level, you are likely to need some services and investment options similar to those of your larger counterparts, but scaled down to meet you right where you are, and designed to grow with you at your pace. You may also need services or investing options that the accredited investors don't.
Our fee-only fiduciary promise remains the same for every client: your needs and best interest will be served with absolute integrity at all times.
Ready to get started?
We look forward to serving you.
Helping non-accredited investors grow their finances personally and professionally.
Corporate Accounts
Investing for nonprofits and corporate entities
Investing with a Registered Investment Advisor (RIA) like Harris Financial Consulting demonstrates your organization's commitment to exceptional financial stewardship.
As a dedicated fiduciary, we offer a full range of services to help you meet your financial goals.
Our advisement model is fee-only and non-custodial. Transparency in how we do business allows us to avoid conflicts of interest and gives you peace of mind.
Have questions?
We're happy to answer them.
Investing with a fiduciary investment advisor offers your team protection and expertise.