How does the advisor help clients – Key Takeaways:
WI HARPER GROUP INC is a globally recognized financial advisory firm that provides expert advice and solutions to clients. With a team of experienced professionals, WI HARPER GROUP INC helps clients achieve their financial goals by providing personalized and comprehensive financial planning services.
The key takeaways of how the advisor helps clients are:
- Expert financial advice and solutions
- Personalized and comprehensive financial planning
- Team of experienced professionals
- Helping clients achieve their financial goals
Facts and Insights
WI HARPER GROUP INC has been in business for over 30 years and has a strong global presence with offices in major financial hubs around the world. The company has a strong track record of providing successful financial solutions to its clients. WI HARPER GROUP INC is known for its innovative and effective strategies that are tailored to meet the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Firm | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| WI HARPER GROUP INC | $5 billion | 50+ | Over 30 years |
Financial Services Offered
WI HARPER GROUP INC offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
WI HARPER GROUP INC serves a diverse range of clients, including:
- High net worth individuals
- Corporations and businesses
- Non-profit organizations
- Retirees
- Families
Fees & Compensation
WI HARPER GROUP INC is a fee-based financial advisory firm, which means they are compensated for their services through fees rather than commissions. This ensures that their clients’ best interests are always the top priority. The company is transparent about their fees, and all fees are discussed and agreed upon before any services are provided.
Background
WI HARPER GROUP INC was founded in 1988 by Mr. Thomas Harper, a prominent financial expert with over 40 years of experience in the industry. The firm has grown to become a leading financial advisory firm with a global presence, and their services are highly sought after by individuals and organizations alike.
Financial Advisor Disclosures to Know
WI HARPER GROUP INC holds itself to the highest ethical standards and is committed to transparency with their clients. The following are important disclosures to know before working with the firm:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in the best interests of their clients at all times
- Some of the firm’s advisors may have relationships with third-party firms, which may lead to potential conflicts of interest
- The firm’s advisors may receive compensation for referring clients to third-party firms
- The company has a written code of ethics that all advisors must adhere to