​While each client is priced individually and we can give you a quote after our introductory call, our first year fees are often highly competitive by industry standards for high net worth investors.

 

At D.R. Harris & Co., we believe that high-quality financial advice shouldn’t come with fees that creep up without your knowledge.

 

That’s why we’ve designed a fee structure that is not only transparent with annual fee quotes so you'll know what

you'll be paying in advance.

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We provide annual fee quotes for clients and work on no more than one year contracts which enables our clients to dip their toes in and decide whether working with us is right for them.

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This can be very different from some of our competitors in the 

financial industry that charge fees that can unknowingly

explode upwards over time as your assets grow and while the percentage fee is usually disclosed the dollar amount is often only revealed after the fact.

 

This means that at our competitors there is a high chance that you can lose sight of what you are paying sort of like a subscription that ran for year and years in the background without you knowing about it.

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While our pricing is personalized for each client following an introductory conversation, the numbers tend to speak for themselves.

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Let's step back and look at how most of the financial industry operates...

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A Different Approach: Flat Fees and Full Transparency:

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At D.R. Harris & Co., we believe financial advice should be priced with the

same clarity and honesty as any other professional service. That’s why we

offer flat-dollar fee quotes.

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Now, let’s be clear: our fees can change from year to year. As your financial

picture evolves—perhaps your portfolio grows, your planning becomes more

complex, or new priorities emerge—we may adjust our pricing to reflect our

subjective assessment of the amount of work involved.  

 

But here’s the key difference: we don’t hide that. For existing clients each

year clients typically receive a personalized quote for the

cost of advice for the cost of advice.  You’ll know exactly what

you’ll pay for our advice—before your investment monitoring and

advisory contract begins—regardless of what happens in the markets.

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Contrast that with the industry standard: a percentage of assets under

management. It might seem harmless at first—1% doesn’t sound like much.

But over time, that percentage quietly becomes a major cost. We often meet

clients, particularly busy professionals and physicians, who are unknowingly

paying $7,000 to $15,000 a year in fees on their 401(k) or investment

accounts—simply because no one ever sat down and showed them the math.

While only a minority of investment advisors primarily use flat fee pricing like us, for high

worth investors a flat fee may result in considerable savings compared to the much

more common percentage under assets approach.  To our knowledge a large majority of 

financial advisors use percentage of asset pricing as their primary fee method and only 

a tiny group like us use flat fee pricing.  While percentage of asset pricing may be more 

favorable for small accounts - flat fee pricing often leads to more competitive pricing on larger

accounts.

 

We believe you deserve to make an informed decision. Our flat-fee model doesn’t just simplify things—it puts you in control. You see the number. You know what you’re paying. And you can decide if it’s worth it.

Think of us like the Costco of financial advice: we seek to provide high-quality financial advice provided at a competitive rate. 

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Why Choose Us Over Larger Firms?

 

When you choose D.R. Harris & Co. as your physician specific fiduciary financial advisor you are able to access customized advice at a highly competitive rate.  We are often offer highly competitive on pricing for customers with larger portfolios when compared to what fees might be on a percentage of assets basis at a typical financial advisor (like Costco) and like Costco we attempt to use high quality ingredients when making investment recommendations.​

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If you want to work with a big firm, you should definitely do that, but what our clients about working with us instead of some giant corporation is that we're able to be more flexible and offer a broader range of solutions and the clients know that we're going to take care of them and work for them and not just line then pockets of our shareholders.  So for clients who don't like the Big Box Store approach to financial advice, our boutique firm can provide a great alternative at often a lower price for many clients.

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And the best part of this is we often utilize the best resources of the big box advisors for free so you get the best of both worlds - the best products and advice that we believe is really modern, ethical and focused on you.