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Credentials
Series 65
Experience Industry experience
8 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 eight years of industry experience. He has worked at Archway since 2017 and is also a managing partner for the Americas at Holborn Assets Ltd. in Dubai. Archway Private Wealth specializes in investment management and consulting for clients with United Kingdom-based pension assets, serving both high-net-worth and individual investors. The firm implements portfolios using third-party managers and model portfolios across various securities, often managing accounts on a discretionary basis, and coordinates pension transfers and custody arrangements with attention to currency exposure.
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
8 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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Lawyer
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Real estate agent
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Other specialized services
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