Garrett Harper
Garrett Harper is a registered investment advisor at Harper Financial Strategies, LLC, based in Lawrence, KS, with 14 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 101 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.10% |
Fee Estimator
Location
4500 Bob Billings Parkway, Suite 104, Lawrence, KS, 66049
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 ActivitiesSells Insurance
Garrett is an owner of an insurance brokerage and appointed with outside carriers to broker non-registered insurance products since 2014. This takes a few hours per week.
Employment History
Current Registrations
Harper Financial Strategies, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.