Tommi
Harris
Verde Capital Management, Inc
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About this Advisor
Tommi Harris is a financial advisor based in Clarkston, Michigan with a total of 13 years of relevant experience. Harris is an employee of Verde Capital Management, Inc. Harris has gained experience at Ameriprise Financial Services, Inc and Verde Capital Managment, Inc. Harris has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Verde Capital Management, Inc is an advisory firm based in Clarkston, MI. It manages $376 million in total assets among its 3,523 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 3,523 client accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Verde Capital Management, Inc can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verde Capital Management, Inc Brokerage Details
$376,245,756
11
3,523
$106,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Tommi Harris Work History
Tommi has been registered as a financial advisor for 13 years.*
Verde Capital Managment, Inc
Ameriprise Financial Services, Inc
*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 Tommi 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 Verde Capital Management, Inc
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
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