Harper Financial Strategies offers investment management and financial planning consulting services. Investment management is provided on a discretionary basis, meaning Harper Financial Strategies can make trades without asking you first. Financial planning includes an evaluation of your current financial situation and future projections. Financial planning is offered as ongoing comprehensive planning or one-time financial plan creation.
Assets Under Management$26M
Clients101
Advisors1
Avg. per Client$260K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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