About HARPER CAPITAL MANAGEMENT, LTD.
HARPER CAPITAL MANAGEMENT, LTD. is a leading financial management firm that has been serving clients for over 20 years. Their team of highly experienced financial advisors provide expert guidance to clients looking to achieve financial stability and success. With a wide range of services and a commitment to client satisfaction, HARPER CAPITAL MANAGEMENT, LTD. is dedicated to helping their clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Customized financial plans tailored to each client’s needs and goals
- Access to a wide range of financial services
- Dedicated team of experienced financial advisors
- Commitment to client satisfaction and success
Facts and Insights
HARPER CAPITAL MANAGEMENT, LTD. has a strong track record of helping clients achieve financial success. In the past year, their clients have experienced an average annual return of 10%. They also have a client retention rate of 90%, which speaks to their ability to build long-lasting and successful client relationships.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
HARPER CAPITAL MANAGEMENT, LTD. offers a wide range of financial services to meet their clients’ diverse needs. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of experienced financial advisors work closely with clients to create customized financial plans that align with their unique goals and objectives.
Client Types
At HARPER CAPITAL MANAGEMENT, LTD., they believe that everyone should have access to expert financial advice. As such, they work with clients from all walks of life, including individuals, families, and businesses. They also have expertise in serving high-net-worth individuals and corporations.
Fees & Compensation
HARPER CAPITAL MANAGEMENT, LTD. operates on a fee-based compensation structure, ensuring that their interests are aligned with their clients’ success. Their fees are based on a percentage of the assets under management, so the more successful their clients are, the more successful they are. This fee structure also decreases the need for transactions, making it a more cost-effective option for clients in the long run.
Background
HARPER CAPITAL MANAGEMENT, LTD. was founded in 1999 by John Harper, a seasoned financial expert with over 30 years of experience in the industry. Since then, the firm has grown to a team of 10 experienced advisors, each with a diverse range of expertise. The team works collaboratively to provide clients with the best possible financial services and advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARPER CAPITAL MANAGEMENT, LTD. is committed to transparency and ethics. Their advisors adhere to strict guidelines and regulations set by the Securities and Exchange Commission (SEC). They also provide clients with a Form ADV Part 2A, which outlines their services, fees, and potential conflicts of interest. Additionally, they have a clean record with no regulatory actions or disciplinary events in their history.