H.G. Harper Financial Group provides financial planning and investment management services. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. H.G. Harper Financial Group is a fee-only firm, meaning they don't accept commissions.
Assets Under Management$4.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$625
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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