Harris Douglas Balanced Portfolio
The Harris Douglas Balanced Portfolio offers broad diversification within a single portfolio with a goal of balancing capital preservation and long-term capital appreciation for clients. While this portfolio will have a standard asset allocation of 60% equity and 40% fixed income, the asset allocation can change to take advantage of opportunities in the equity or fixed income market.
Harris Douglas Balanced Portfolio Management Fee
- $500,000 to $2 million: 0.92 percent
- $2 million to $3 million: 0.8 percent
- $3 million to $5 million: 0.6 percent
- Over $5 million: 0.48 percent