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Harris SBSB

Profile:

Harris SBSB™ provides objective, unbiased wealth management services: financial planning, portfolio management and income tax planning and preparation services to high net worth individuals and families. Harris SBSB has offices in McLean, Virginia and Chicago, Illinois and we work with clients around the country.

Our Mission
At Harris SBSB, our mission is to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service.

Successful individuals often have one common ingredient: a close working relationship with a trusted, competent team of advisors - people they rely on to give objective, strategic and timely advice.

At Harris SBSB, we help you to be proactive versus haphazard in your investment decisions. We develop and implement personally-tailored financial and investment plans and then help you monitor your progress with easy-to-read portfolio reports.

Clients

Harris SBSB serves a wide range of individuals and families who seek advice and guidance in managing their investments, planning estate and tax strategies in accordance to their formal plan, coordinating wealth transfers and gifts, educating children, and other related financial matters.

Services & Fees

Client satisfaction requires exceptional service. We realize that you have a choice in selecting your financial advisor, and our goal is to become and remain your first and only choice. We strive to provide a "one stop shop" for your financial needs.

Services

Comprehensive Financial Planning
    Retirement Planning
    Estate Planning †
    Planning for Charitable and Family Gifts
    Cash Flow and Financial Management
    Balance Sheet Management
    Insurance Planning
* To receive an overview of Harris SBSB’s financial planning services, click here.
Portfolio Management
    Investment Analysis
    Security Selection and Monitoring
    Plan and Policy Design
    Stock Option Planning and Analysis
    Investment Advisory to Fiduciary Accounts
* To receive an overview of Harris SBSB’s portfolio management philosophy, click here.
Tax Services
    Preparation of Individual and Trust Returns
    Tax Consulting

Fees

Consultation, planning and income tax services are billed as a fixed fee or time plus expenses incurred. Fees for comprehensive planning typically range from $5,000 to $10,000.

Portfolio management services are billed as a percentage of the assets being managed. Our fees range from 0.25% to 1% of assets under management.

The minimum account size for new clients is $1,000,000.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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