Harris Financial Advisors, Inc.
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About this Advisor
Stewart Darrell is a chartered financial analyst (CFA) with a degree from Duke University. He has 20 years of experience in the financial industry and holds a Series 65 license. Currently, Darrell is the president of Harris Financial Advisors, a firm located in Torrance, California, that has $411.2 million in assets under management.
Darrell offers retirement planning, investment planning and wealth management. He specializes in serving high-net-worth individuals, retirees, business owners, nonprofits, professionals and executives. He serves clients both in the Los Angeles area and nationwide. Darrell requires prospective clients to have at least $500,000 in investable assets to engage his services. A fee-based advisor, Darrell’s management fees are billed in advance each quarter. He charges a 1% annual rate for the first $2 million in portfolio value. For the next $2 million to $5 million, he charges a 0.75% annual rate, with fees decreasing for each subsequent uptick in portfolio value.
Darrell, who communicates with his clients quarterly, semi-annually or as requested, says that the most common mistake he sees investors make is trying to time the market. He believes his investment philosophy brings value to his clients by using data-driven investment strategies aimed at increasing investors’ probability of success. Darrell says he manages risk in his clients’ portfolios through qualitative and quantitative risk analysis that’s intended to determine a client’s appropriate risk budget.
Darrell is involved in several community organizations, including the CFA Society of Orange County, the Young Presidents’ Organization and the Association for Corporate Growth.
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
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Investment Advisory Services
- Retirement Planning
- Investment Planning
- Wealth Management
Stewart Darrell Work History
Stewart has 20 years of experience.
Harris Financial Advisors - President
Delphi Private Advisors - Managing Director
GenSpring Family Offices - Managing Director
Stewart has no disclosures.
Please visit his SEC profile for more details.