Brian Harper is a CFA-designated registered investment advisor at Harper Asset Management, LLC, based in Longmont, CO, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $46M 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% |
Annualized fees are negotiated with each client, up to a maximum of 1.50%, and are billed quarterly in advance.
Fee Estimator
Location
Longmont, CO
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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.
Exams
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