A complete list of active advisors currently associated with D.R. Harris & Co.

Warmer can help you find a great advisor at D.R. Harris & Co. or one who fits your needs even better.

D.R. Harris & Co. provides non-discretionary securities investment monitoring and advice to individual clients, operating as a single-advisor practice with a very small client base (about eight clients). The firm also offers separate, non-advisory services for some clients, including income tax return preparation and business-owner financial and strategic planning. The advisor takes a customized, long-term, lower-turnover approach that emphasizes tailoring allocations to each client’s goals, risk tolerance, liquidity needs and income sources; recommendations may include growth and income mixes, situational hedges, and occasionally less-common instruments such as closed-end funds or unsponsored ADRs. D.R. Harris & Co. routinely monitors accounts but does not trade for clients (clients execute trades with their chosen custodians), and the firm generally avoids churning accounts. Compared with many independent advisors, the firm charges flat, prepaid advisory fees rather than percentage-of-assets-under-management, and it structures fees and billing on a negotiated, client-by-client basis. The principal’s legal and tax background (JD and prior legal internships) and the firm’s provision of tax preparation and business-owner planning as distinct services are notable operational features for a solo RIA of this size.

To learn more about the advisors currently working at D.R. Harris & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.