Harper Wealth Management LLC

Overview

Harper Wealth Management LLC is an individually owned limited liability company that provides financial planning and discretionary portfolio management geared toward individuals and small businesses. The firm also performs selection-of-other-advisers duties, indicating it may outsource or recommend third-party managers as part of client solutions. Compensation is a mix of percentage-of-assets and fixed fees. The firm is not positioned as an ESG-focused advisor and does not present itself as a multi-state adviser. It is identified as a capital allocator, which suggests a role in directing client capital across managers or strategies rather than acting solely as a single-strategy provider. It does not list pension-consulting services or any related-adviser relationships.

Investments & Alternatives

Location & Offices