Advisor at Northeastern Financial Consultants, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northeastern Financial Consultants, Inc.
Location
Mount Pleasant, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Kristofer Harrison is a CFP® professional with 18 years of experience in financial advising. He has been with Northeastern Financial Consultants, Inc. since 2007. Northeastern Financial Consultants, Inc. serves a diverse client base including individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers fee-only advisory services with a focus on non-discretionary portfolio management, employing fundamental analysis across equities, fixed income, mutual funds, and ETFs.
Based on Northeastern Financial Consultants, Inc.
Based on Northeastern Financial Consultants, Inc.
Negotiable fixed fees for stand-alone financial planning services; typically half paid in advance, remainder upon delivery
$1 - $999,999: 1.25% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.65% $3,000,000+: Negotiable
$250 to $500 per hour for consulting services
Account minimum: $250,000 Fee-only: Fee-only basis for investment advisory services; no commissions received.
Mount Pleasant, SC
Florida · Pennsylvania · South Carolina · Texas
Northeastern Financial Consultants, Inc.
2007 - Present (19 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
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CFP®, ChFC®, Series 63, Series 66
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CFA®, Series 63
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LCV Advisors LLC
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