Mark Harris Services

Overview

Mark Harris Services is a small independent registered investment adviser organized as a sole proprietorship that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly consulting fees, and it reports discretionary management across client accounts. Its documented investment preference is equities, with a clear tilt toward exchange-traded securities. The practice is not positioned as an ESG active investor, and it does not function as a multi-state adviser, pension consultant or capital allocator. Service delivery appears client-focused and advisory in nature rather than product distribution: primary activities listed are financial planning and discretionary portfolio management for individual and small business clients. Given the small scale and sole-proprietor structure, strategies are likely implemented directly through custodial platforms and separately managed accounts rather than through in-house pooled funds.

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Location & Offices