Advisor at Harris Wealth Management, LLC
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Firm
Harris Wealth Management, LLC
Location
Twin Falls, ID 83301
Credentials
Series 65, Series 66
Industry experience
5 years
David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, Idaho, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios based on Modern Portfolio Theory, primarily using passively managed mutual funds and conservative fixed income.
Based on Harris Wealth Management, LLC
Based on Harris Wealth Management, LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$95.00 per hour for Financial Planning Services
Account minimum: $75,000 Minimum fee: Minimum annual fee of $1,125 for Investment Management and Employee Benefit Plan Services
161 5 Th Avenue S, Suite 200
Twin Falls, ID 83301
Idaho · Louisiana
Harris Wealth Management, LLC
2024 - Present (2 years)
Riverside Management Co. Inc.
2021 - 2024 (3 years)
White Cloud Wealth Management
2020 - 2021 (1 year)
Wells Fargo
2019 - 2020 (1 year)
Thrivent Financial
2016 - 2019 (3 years)
Thrivent Investment Management Inc
2016 - 2019 (3 years)
Thrivent Financial
2016 - 2016 (1 year)
Bellevue Healthcare LLC
2007 - 2016 (9 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, PFS™
Kimberly, ID
InvestiFI Wealth Management LLC
PFS™
Twin Falls, ID
Harris Wealth Management, LLC
Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Clear Creek Financial Management, LLC
CFP®, Series 66
Twin Falls, ID
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