Hunter Harris is a CFA, CFP-designated registered investment advisor at Alpine Asset Management, based in Zephyr Cove, NV, with 10 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 40 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpine Asset Management charges a flat advisory fee for ongoing financial planning and investment management services. This fee is between $4,800 and $8,000 per year, depending on the complexity of your financial situation. You'll pay this fee quarterly, in arrears, either directly or from your investment account.
Contact
Hunter Harris
Location
295 Us Hwy 50, Suite 12, Zephyr Cove, NV, 89448
Get directionsHistory
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
Hunter is a sole proprietor providing accounting services and tax return preparation since August 2023. This takes about 10-20% of Hunter's time.
Employment History
Current Registrations
Alpine Asset Management
State Registrations2 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