Harpian LLC is a registered investment advisor based in Miami, Florida, offering ongoing portfolio management and signal publishing services. The firm builds customized portfolios using a multi-dimensional risk framework, focusing primarily on exchange-traded funds and equities, while also utilizing mutual funds, fixed income, real estate funds, commodities, options, and private placements. Harpian acts as a fiduciary for individual retirement accounts and personal accounts, designing investment strategies based on each client's specific goals, time horizon, and risk tolerance. In addition to managing client portfolios, the firm acts as portfolio manager for exchange-traded products issued in Ireland and registered on the Vienna Stock Exchange. Harpian works with individuals, high-net-worth individuals, corporations, and other institutions, requiring an account minimum of $250,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fees vary by investment profile: Conservative (1.25%), Moderate (1.35%), Aggressive (1.50%), CORE22 (2.00%), and Portfolio Mix (2.00%). The maximum annual advisory fee is 2.00% of assets under management. Fees are generally negotiable.