Harper Financial Planning provides personalized financial plans and investment management services. They evaluate clients' financial situations to create plans that address goals like retirement, college savings, and estate planning. For investment management, they develop a plan based on your goals and risk tolerance, and manage a portfolio of stocks, bonds, and other investments. They may also use outside investment managers.
Assets Under Management$35M
Clients100
Advisors1
Avg. per Client$350K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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