Harper Wealth Management offers ongoing portfolio management and personalized financial planning services to help clients achieve their financial goals. Harper Wealth Management creates individualized investment strategies, constructs and monitors asset allocations, and evaluates investments based on each client's unique objectives, risk tolerance, and time horizon. As part of its financial planning services, Harper Wealth Management develops strategies covering income, assets, liabilities, retirement, and overall financial circumstances. The firm generally limits its investment advice to mutual funds, fixed income securities, exchange-traded funds, equities, and insurance products including annuities. Harper Wealth Management operates as a registered investment advisor and acts in the best interest of its clients when providing investment and retirement advice.
Fee Structure
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% |
Fees are negotiable.