Harper Capital Partners is a wealth management firm providing investment advisory services to high net worth individuals, families, pensions, profit sharing plans, trusts, estates, and charitable organizations. Harper Capital Partners manages investments on a discretionary basis, selecting securities and executing transactions without prior client permission. The firm uses an opportunistic style of asset selection, taking advantage of undervalued assets. Portfolio management considers individual risk tolerance, net worth, income, and liquidity needs.
Assets Under Management$10M
Clients38
Advisors1
Avg. per Client$270K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts in excess of $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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