W. Harper is a registered investment advisor at Hp & Associates, based in Bellefontaine, OH, with 22 years of industry experience. W. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 55 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Location
Bellefontaine, OH
Get directionsHistory
Regulatory History (1)
Regulatory
January 2019Other Business Activities
W. is a director of a family-owned funeral business in Columbus, Ohio. He has no day-to-day responsibilities in this role, indicating minimal time commitment.
Employment History
Current Registrations
Hp & Associates
Previous Registrations
W. Joseph Harper
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.