Alpine Asset Management is an independent registered investment advisor founded in 2015 and based in Zephyr Cove, Nevada, serving clients in Nevada and California. Led by Hunter Harris, the firm provides personalized investment management and comprehensive financial planning. Investment strategies combine passive index funds and exchange-traded funds with active selection of individual stocks and bonds based on fundamental analysis. Alpine Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, and businesses. The firm operates on a fee-only structure, meaning no commissions or third-party compensation are received from product sales. The firm emphasizes long-term investing, proper diversification, and regular portfolio monitoring.
Fee Structure
Alpine Asset Management bundles ongoing investment management together with ongoing financial planning into a single flat annual fee ranging from $4,800 to $5,000 per year, depending on the complexity of your financial situation. This fee is paid quarterly in arrears ($1,200 to $2,000 per quarter) and can be paid directly or deducted automatically from your investment accounts.
