Our Process & Compensation

What We Cost

Our compensation philosophy is that we believe anyone should be able to receive quality financial services at an understandable cost. Here, at Harris Financial Services, Inc., we offer you both investment advisory and brokerage services.

In an investment advisory relationship, clients pay an ongoing asset-based fee. In a brokerage relationship, clients pay a commission on each transaction in the account. In some cases, an advisory relationship may cost you more than a brokerage relationship. However, in other cases a brokerage relationship may cost you more. Keep in mind that your needs and goals may change over time, and how you transact business with your financial advisor may change as well.

We would be happy to meet with you and discuss the most appropriate fee structure for you. Our initial meeting is always complimentary and is a good way to get to know one another.

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