Harper Asset Management is an independent registered investment advisor founded and led by Brian Harper. The firm specializes in discretionary portfolio management for private clients, utilizing individual stocks, bonds, exchange-traded funds, and mutual funds tailored to each client's specific risk tolerance, time horizon, and income needs. Harper Asset Management employs a value-oriented investment strategy, conducting fundamental and quantitative analysis to build diversified portfolios with a focus on long-term capital preservation and growth. In addition to managing traditional balanced portfolios, the firm creates customized equity and fixed income models. Harper Asset Management works primarily with individuals and high-net-worth clients, maintaining a stated minimum account size of $100,000, which is negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annualized fees are negotiated with each client, up to a maximum of 1.50%, and are billed quarterly in advance.