Hylan Harper
Hylan Harper is a registered investment advisor at Loyal Wealth Management LLC, based in American Fork, UT, with 17 years of industry experience. Hylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 95 clients with $38M 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 | 2.00% |
The fee for a client with greater assets with Loyal Wealth Management will generally be less than for a client with less in assets. In individual cases, Loyal Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees based on the client relationship.
Fee Estimator
Location
American Fork, UT
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Regulatory History (1)
Customer Dispute
September 2016Employment History
Current Registrations
Loyal Wealth Management LLC
Previous Registrations
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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.