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William Harrison

Advisor at Sirmium Capital, LLC

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Sirmium Capital, LLC logo

Firm

Sirmium Capital, LLC

Location

Katonah, NY

Credentials

Series 65

Industry experience

7 years

About

William Harrison is a financial advisor at Sirmium Capital, LLC with six years of industry experience. He holds a Series 65 designation and has prior work experience at CrossCountry Consulting and Deutsche Bank, where he currently serves as a Vice President in a project management role unrelated to investment advisory. Sirmium Capital is a fee-only registered investment adviser serving individual investors and nonprofit organizations with discretionary portfolio management and customized asset allocation. The firm employs fundamental and cyclical analysis across various asset classes and offers performance-based fee arrangements and regular market updates through a monthly newsletter.

Client services

Based on Sirmium Capital, LLC

Portfolio management Newsletters or periodicals

Expertise

Based on Sirmium Capital, LLC

Active portfolio management

Occupation focus

Based on Sirmium Capital, LLC

Military & Veterans

Fee options

Percentage

$0 - $1,100,000: 2% $0 - $1,100,000: 1% for first responders, active military, reserve or veterans (unless account is greater than $1.1 million)

Performance-based

For clients with assets over $1.1 million: 0.5% of assets plus 25% of profits above a 4% annual threshold.

Other

Account minimum: $10,000 Fee-only: Annual investment advisory fees based on percentage of assets under management, no commissions accepted.

Location

Katonah, NY

Most active in

New York

Work history

Deutsche Bank

2016 - Present (10 years)

Sirmium Capital, LLC

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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