Harper Asset Management (HAM) provides investment management and advisory services to individuals. HAM uses pre-built portfolios to match clients' risk profiles. They invest in individual stocks and bonds, exchange-traded funds (ETFs), and mutual funds. Clients can request restrictions on their portfolios, but this may affect performance.
Assets Under Management$43M
Clients72
Advisors1
Avg. per Client$590K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated, not to exceed 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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