July 2014 by Juan A. Gonzalaz
Harris Private Bank Wealth Management is not your fiduciary. Their game plan is to put your $ into funds that earn enough monthly dividends so they make sure your account(s) have enough $ from which their monthly fee can be paid. That is their priority #1. Be aware, should you lose confidence and want to quit them, Harris will charge each of your accounts $400; they also charge $200 per account to report your yearly Tax statement, which they are obligated by Federal law to report. Think hard before signing up with Harris Private Bank WM.
