Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Remote
Archway Private Wealth LLC
Supported
Total advisors
3Clients per advisor
12 Very LowAvg AUM per client
$468,373 LowHNW client ratio
78% Very HighEdward Harris is a financial advisor with Archway Private Wealth LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Archway Private Wealth since 2017 and has been a managing partner at Holborn Assets Ltd. since 2020. Harris also has prior experience with Globaleye (Hong Kong) Limited. Archway Private Wealth LLC serves individual investors, focusing on U.S. persons with UK-based pension assets. The firm offers pension consulting and investment management services, often working with unaffiliated third-party discretionary managers to tailor portfolios to client preferences.
Based on Archway Private Wealth LLC
Initial fee up to 5% of pension assets transferred, flat fee for planning and consultation
£0 - £250,000: 5.0% initial fee on pension assets transferred £250,001 - £1,000,000: 4.5% initial fee on pension assets transferred £1,000,000++: 4.0% initial fee on pension assets transferred Up to $500,000+: 1.5% annual advisory fee $500,000++: 1.25% annual advisory fee
Texas
9 years of industry experience
Holborn Assets Ltd
2020 - Present • 6 years
Dubai
Archway Private Wealth LLC
2017 - Present • 9 years
Manchester
Globaleye (Hong Kong) Limited
2012 - 2018 • 6 years
Hong Kong
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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