James Harper is a CFP, ChFC-designated registered investment advisor at Harper Wealth Management LLC, based in Gilbert, AZ, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 0.98% |
| $1.5M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.61% |
| $10M+ | 0.50% |
Investment Management fees are negotiable.
Fee Estimator
Location
1760 E Pecos Rd, Suite 310, Gilbert, AZ, 85295
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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 →Employment History
Current Registrations
Harper Wealth Management LLC
Previous Registrations
Harper Wealth
Trajan Wealth, L.L.C.
Ae Wealth Management, LLC
Empire Wealth Advisors INC.
Precision Investment Management
Alphastar Capital Management, LLC
Global Financial Private Capital, LLC
Harper Wealth Advisory
State Registrations1 state
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