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Hylan Harper

Loyal Wealth Management LLC
18 Years of Experience
American Fork, UT
1 Disclosure
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Hylan Harper is a registered investment advisor at Loyal Wealth Management LLC, based in American Fork, UT, with 18 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, Investment Management, Retirement Planning. Their firm serves 95 clients with $38M in assets under management.

Loyal Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
95 clients
Average Client Portfolio
$400K average
Assets Under Management
$38.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee will not exceed 2%. Fees are negotiable or discounted based on asset size, client complexity, family relationships, or future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

American Fork, UT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Loyal Wealth Management LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cutter & Company, INC.
December 2017 - December 2019 · 2 yrs
Cutter & Company, INC.Broker
December 2017 - December 2019 · 2 yrs
LPL Financial LLC
October 2016 - December 2017 · 1 yr 2 mos
LPL Financial LLCBroker
October 2016 - December 2017 · 1 yr 2 mos
J.P. Morgan Securities LLC
October 2012 - October 2016 · 4 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2016 · 4 yrs
Chase Investment Services CORP.
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
June 2009 - October 2012 · 3 yrs 4 mos
Chase Investment Services CORP.Broker
March 2006 - August 2006 · 5 mos
Banc One Securities CorporationBroker
July 2004 - February 2005 · 7 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
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