How does the advisor help clients – Key Takeaways:
HARPER CAPITAL MANAGEMENT, LLC is a financial advisory firm that offers comprehensive and personalized financial services to clients. With a team of experienced financial experts, HARPER CAPITAL MANAGEMENT, LLC is dedicated to assisting clients in achieving their financial goals and providing them with peace of mind.
- Personalized financial services for clients
- Expertise in various financial areas
- Guidance and support in achieving financial goals
- Commitment to client satisfaction and peace of mind
Facts and Insights
As of 2021, HARPER CAPITAL MANAGEMENT, LLC manages over $500 million in assets and has a team of 10 advisors. The firm has been in business for over 15 years, providing clients with a wealth of experience and knowledge in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 15+ years |
Financial Services Offered
HARPER CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of clients. These services include, but are not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
Client Types
The team at HARPER CAPITAL MANAGEMENT, LLC works with a diverse clientele, including individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those needs.
Fees & Compensation
HARPER CAPITAL MANAGEMENT, LLC operates on a fee-based model, meaning their advisors earn a fee based on a percentage of the client’s assets under management. This model eliminates any potential conflicts of interest, as the firm’s success is directly tied to the success of their clients’ investments.
Background
HARPER CAPITAL MANAGEMENT, LLC was founded with the mission of providing clients with personalized and unbiased financial advice. The firm is committed to putting their clients’ interests first and building long-term relationships based on trust, transparency, and mutual respect.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is essential to be aware of any potential disclosures that may affect the firm’s ability to meet your needs or have any conflicts of interest. HARPER CAPITAL MANAGEMENT, LLC has a clean record, with no regulatory actions, legal proceedings, or customer complaints reported.