Michael
Harris
Wells Fargo Investment Institute, Inc
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About this Advisor
Michael Harris is a financial advisor based in Charlotte, North Carolina with 1 year of relevant experience. Harris is currently employed by Wells Fargo Investment Institute, Inc. Throughout their career, they have worked at Wells Fargo Investment Institute, Inc, Wells Fargo Bank, N.A, Bj'S Wholesale Club Holdings, Inc and Keybank. Harris maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in North Carolina. Wells Fargo Investment Institute, Inc is a company operating out of Charlotte, NC. It has offices in 38 locations and a total of 264 financial advisors. It handles $38 billion in total assets across its 24,240 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 289 charities and foundations. Of its 24,240 client accounts, 94% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a broad set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management largely depend on which service is provided. However, fee types billed by Wells Fargo Investment Institute, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Harris Work History
Michael has been registered as a financial advisor for 1 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo Bank, N.A
Bj'S Wholesale Club Holdings, Inc
Keybank
*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 Wells Fargo Investment Institute, Inc
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Charlotte, NC
Beverly Hills, CA
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Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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