Advisor at Blue Rock Financial Services, 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
Blue Rock Financial Services, Inc.
Location
Williamsburg, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Michael Harris is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Blue Rock Financial Services, Inc. He has been with Blue Rock Financial Services since 2006. Blue Rock Financial Services primarily serves individual investors through taxable accounts, IRAs, and trusts, and also manages investments for a private foundation. The firm provides financial planning and discretionary portfolio management using a combination of mutual funds, ETFs, and individual securities, tailoring strategies to client goals and operating as a fiduciary.
Based on Blue Rock Financial Services, Inc.
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
$200 per hour for financial planning and consultation
Minimum fee: $2,000 minimum annual fee charged quarterly in advance for ongoing managed clients; $1,500 minimum fee per engagement for financial planning Fee-only: Hourly financial planning fee of $200 per hour
Williamsburg, VA
California · Oregon · Virginia
Blue Rock Financial Services, Inc.
2024 - Present (2 years)
Blue Rock Financial Services, Inc.
2006 - 2024 (18 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.
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CFP®, Series 63
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Ultimate Retirement Products, Inc.
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Vertical Wealth Management
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Dominguez Wealth Management Solutions, Inc.
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