Harper Capital Management offers investment management services to clients they know personally. They create and manage portfolios based on each client's individual needs, goals, and risk tolerance. Harper Capital advises on publicly traded securities, corporate debt, certificates of deposit, municipal securities, mutual funds, exchange-traded funds, U.S. government securities, and publicly traded partnerships. They also offer one-time reviews of accounts held elsewhere, financial planning, and project-specific consulting.
Fee Structure
Harper Capital Management's annual fees for investment management are based on a percentage of the assets they manage, ranging from 0.5% to 1.5% per year. The fee is charged quarterly, based on the value of your account at the end of the previous quarter. The minimum annual account fee is $500. A minimum of $100,000 of assets under management is required for this service, unless related accounts total over $100,000.