…
How does the advisor help clients – Key Takeaways:
HARPER CAPITAL PARTNERS is a well-established financial firm that specializes in providing expert financial advice and services to clients. They are committed to helping their clients achieve their financial goals through personalized and comprehensive strategies.
- HARPER CAPITAL PARTNERS offers a wide range of financial services to their clients.
- They have a team of experienced and knowledgeable financial advisors who provide expert guidance and support.
- They prioritize building long-term relationships with their clients and understanding their unique needs and goals.
Facts and Insights
HARPER CAPITAL PARTNERS has been in business for over 15 years, and in that time, they have built a strong reputation for their financial expertise and client-focused approach.
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
HARPER CAPITAL PARTNERS offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- And more
Client Types
HARPER CAPITAL PARTNERS serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Families
- And more
Fees & Compensation
At HARPER CAPITAL PARTNERS, clients pay a fee-based compensation structure. This means that they only charge a fee for the services they provide, rather than earning commissions through the sale of financial products. This ensures that their recommendations are always in the best interest of their clients.
Background
HARPER CAPITAL PARTNERS was founded by John Harper, who has over 20 years of experience in the financial industry. He has built a team of highly qualified and experienced financial advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARPER CAPITAL PARTNERS is required to disclose any potential conflicts of interest or any material information that may affect their clients’ decisions. They take this responsibility seriously and are transparent in all their dealings with their clients.