Brian Harper is a CFA-designated registered investment advisor at Harper Asset Management, LLC, based in Longmont, CO, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated, not to exceed 1.5% annually.
Fee Estimator
Location
712 Main St, Longmont, CO, 80501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is a board member and chairman of The Stephan Company since 2016. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Harper Asset Management, LLC
Previous Registrations
Inlight Wealth
Harper Asset Management, LLC
State Registrations3 states
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.