Featured Business Financial Advisor in San Diego, CA
San Diego Financial Advisors
TriVant Custom Portfolio Group, LLC
600 West Broadway, Suite 225
San Diego, CA 92101
(619) 286-3930
Advisor Profile
Michael Harris
Name:  Michael Harris
Phone Number:  (619) 286-3930
Website:  Visit Website

About TriVant Custom Portfolio Group, LLC

We are long-term investors that have a record of providing a good return and good service to our clients.

We are transparent in how we serve our clients. We make understandable investments in publicly- traded assets. We never tie your money up in illiquid assets, annuities or private equity. You always have access to your money when you need it.

Our clients have security in knowing their assets are held at Charles Schwab where they can review their accounts at any time. Our statements clearly show your investments, their values and your performance.

By operating transparently, we give our clients peace-of-mind showing them that we invest in a straight-forward manner and that we are advising in their best interest.
 

General Information

States Willing to do Business in:    All
States Licensed in:    All
Firm CRD#:    129803
CRD#:    46991319
 

Qualifications & Memberships

Financial Organization Memberships:    CFA Society of San Diego, CFA Institute
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Compensation Methods:    Based on Assets