Chelsea Harper is a registered investment advisor at Bldr Wealth LLC, based in Shawnee, KS. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $5.6M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
5931 Nieman Road, Suite 200, Shawnee, KS, 66203
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
Chelsea is a business manager at TaxesPlus, Inc., a tax preparation and advisory firm, which is a full-time position. She also serves as a board member for the Public Accountants Association of Kansas, dedicating minimal time to this role.
Employment History
Current Registrations
Bldr Wealth LLC
State Registrations3 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.