Advisor at Harris Wealth Management, LLC
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
Harris Wealth Management, LLC
Location
Meridian, ID 83642
Credentials
PFS™, Series 63, Series 65
Industry experience
2 years
Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily 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
1120 S. Rackham Way, Suite 100
Meridian, ID 83642
Idaho
Sage Asset Management LLC
2023 - Present (3 years)
HARRIS & CO PLLC (DBA HARRIS CPAs)
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
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Series 66
Eagle, ID
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CFP®, Series 65
Boise, ID
Table Rock Financial Planning
CFP®, Series 63, Series 66
Eagle, ID
Ford Investment Counsel LLC
Series 63, Series 65
Boise, ID
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CFP®
Boise, ID
Rabbaniann Financial Planning, Inc.
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