Michael
Harris
Bedell Frazier Investment Counselling, LLC
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About this Advisor
Michael Harris is a financial advisor based out of Walnut Creek, California, with 10 years of industry experience. Harris is currently employed by Bedell Frazier Investment Counselling, LLC. They have been an employee of Bedell Frazier Investment Counselling, Llc for their entire career. Harris has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California. Bedell Frazier Investment Counselling, LLC is a financial advisory firm based out of Walnut Creek, CA. It controls $654 million in assets across its 1,833 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 1,833 accounts, 50% belong to high-net-worth clients who have at least $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Bedell Frazier Investment Counselling, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bedell Frazier Investment Counselling, LLC Brokerage Details
$654,449,283
17
1,833
$357,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Harris Work History
Michael has been registered as a financial advisor for 10 years.*
Bedell Frazier Investment Counselling, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bedell Frazier Investment Counselling, LLC
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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