Share and Harris, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to individual clients, offering tailored planning, quantitative analysis, and written investment guides. As an accounting practice that expanded into advisory work, it frames its services around comprehensive financial-planning engagements rather than institutional or fund-based offerings.
The brochure describes a stepwise planning process—initial data gathering, analysis and projections, followed by meetings to finalize a plan—and notes assistance with implementation through review of investment proposals and coordination with other professionals. Fees for these planning engagements are presented as flat engagement fees billed as services are performed, with future updates treated as separate engagements.
What distinguishes the firm from many peers is its origin and oversight as a certified public accounting practice and its adoption of a Personal Financial Specialist–oriented code of ethics, aligning tax and planning expertise with advisory work. The firm’s materials emphasize individual portfolio management and planning rather than operation or management of private investment funds.
Client services
Expertise
Fee options
Flat fee of $_________ per engagement (exact amount not specified), billed monthly as services are performed.
Main office
5 C Auer Court
East Brunswick NJ 08816
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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