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Harrison, William Benjamin (Greenville)


Harrison, William Benjamin is a large advisory firm based in Greenville. It manages $41.51 million of regulatory assets for 489 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina, South Carolina, and Texas.

Harrison, William Benjamin provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harrison, William Benjamin: assets under management

The assets under management (AUM) of Harrison, William Benjamin is $41.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.89 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harrison, William Benjamin for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenville

The principal office where Harrison, William Benjamin performs its advisory services is located at 750 Executive Center Drive, Greenville, SC 29615 The mailing address of the firm is P. O. Box 25998, Greenville, SC 29616. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-284-6511 or by fax 864-284-6512. The normal business hours are 9am - 5pm on Monday - Friday.


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