Harper Phillips is a registered investment advisor at Btv Capital LLC, based in Burlington, VT, with 9 years of industry experience. Harper operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BTV Capital charges an annual fee based on the value of your portfolio.
For clients who are not considered "qualified clients," the fee is 3% per year.
For "qualified clients," the fee is 2% per year, plus a performance-based fee of 20% of the net profits in your account, subject to a high water mark. This performance fee is calculated and deducted quarterly.
Location
1 Steele Street Suite #109, Burlington, VT, 05401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Btv Capital LLC
State Registrations1 state
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