Advisor at Natural Investments
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.
Location
Paonia, CO
Credentials
Series 63, Series 65
Industry experience
27 years
Harold Brill is a financial advisor at Natural Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with First Affirmative Financial Network LLC and Natural Investment Services, Inc. since 1999. Natural Investments is a values-focused advisory firm serving individuals—including high-net-worth households—as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible mutual funds, ETFs, and separately managed accounts, managing approximately $2.05 billion across a team of 24 advisors.
Based on Natural Investments
Based on Natural Investments
Based on Natural Investments
$0 - $200,000: 1.35% $200,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $15,000,000: 0.85% $15,000,000 - $20,000,000: 0.65% $20,000,000+: 0.55%
Hourly investment consulting available; financial planning fees may be hourly
Retainer fees for ongoing financial planning services billed quarterly in arrears, negotiable
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 Fee-only: Financial planning fees are billed hourly, project-based, or on retainer, negotiable per client and advisor
Paonia, CO
California · Colorado
First Affirmative Financial Network LLC
1999 - Present (27 years)
Natural Investment Services, Inc.
1999 - Present (27 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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.
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