Advisor at Harper Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harper Financial Group
Location
Tifton, GA 31794
Credentials
Series 63, Series 65
Industry experience
21 years
Retainer agreement fee $1,000 annually (negotiable); financial plan fees $500 to $5,000 (negotiable); investment management agreement fee $1,500 annually (negotiable)
$50,000 - $100,000: 1.25% $100,000 - $250,000: 1.10% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.50%
$165 per hour for limited scope engagements and tax preparation
Account minimum: $50,000 Minimum fee: $625 annual minimum fee when account falls below $50,000 Fee-only: Financial planning fees range from $500 to $5,000 (negotiable); hourly planning rate of $165/hour; retainer agreement fee $1,000 annually (negotiable); investment management agreement fee $1,500 annually (negotiable); tax preparation billed at $165/hour, minimum $200
Hg Harper Financial Group
2009 - Present (17 years)
H. D. Vest Advisory Services, Inc.
2004 - Present (22 years)
Hd Vest
2002 - Present (24 years)
Terra Sec Corp
2000 - Present (26 years)
Tifton Ga Ymca
1999 - Present (27 years)
Downtown Development Authority
1995 - Present (31 years)
Harold G Harper Jr Cpa Pc
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Tifton, GA
Edward Jones
CFP®, Series 63, Series 66
Tifton, GA
Principal Financial Services
Series 63, Series 65
Tifton, GA
&PARTNERS
Series 66
Ocilla, GA
Principal Financial Services
Series 63, Series 65
Tifton, GA
Edward Jones
PFS™, Series 63, Series 65
Ocilla, GA
Cambridge Investment Research Advisors
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