//

Financial success is a
item2

Our Fee Schedule

We charge a percentage of the assets we manage for you per the following scale. Here are the services we provide for our fee:

> Complete confidentiality

> Development of personalized investment portfolio

> Portfolio re-balancing

> Monthly account statements

> Ongoing Account reviews in person or via telephone

> Regular review of account holdings by independent advisor

> Recommended asset repositioning as appropriate

> 24 hour access to account information via internet

> Annual account summary for tax reporting

> Consolidated account reporting showing all assets simultaneously

> Access to high quality independent stock and mutual fund research

> Access to Alternative Investments

> Ongoing income tax reduction planning (with CPA)

> Estate Analysis and Document review (with Attorney)

> Personal access to your own independent Investment Advisor

> Retirement Planning

> Simplification of estate settlement for heirs

Up to $499,999

1.25%

500,000 - $999,999

1.00%

$1,000,000-$1,999,999

.85%

$2,000,000-$3,999,999

.75%

$4,000,000-$6,999,999

.50%

$7,000,000-$9,999,999

.30%

$10,000,000-$14,999,999

.20%

$15,000,000 and above

.10%

whoweserve1
whyengageus1
faq1
feeschedule1
missionstatement1
community1
contactus1
whatwedo1
home1
whoarewe1
retirebooks1

Securities offered through Harbor Finanacial Services, LLC. Member FINRA and SIPC 11 N. Water Street Suite 21290 Mobile AL, 36602 - (251) 650-0840 Securities Processing Through Raymond James & Associates, Inc.(Clearing Firm)

© Copyright 2010 Jeff Harris & Associates, Inc. All Rights Reserved.