Harper Wealth Management provides ongoing portfolio management services to help clients achieve their financial goals. They develop individualized investment policy statements, establish investment strategies, construct and monitor asset allocations, and make adjustments as needed. HWM also offers financial planning services as either a one-time engagement or as part of an ongoing financial planning relationship.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 0.98% |
| $1.5M - $2.0M | 0.88% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.61% |
| $10M+ | 0.50% |
Investment Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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