Advisor at Alpine Asset Management
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Firm
Alpine Asset Management
Location
Zephyr Cove, NV 89448
Credentials
CFP®, CFA®
Industry experience
10 years
Hunter Harris is a CFP® and CFA® with 10 years of industry experience. He is the principal of Alpine Asset Management, an independent advisory firm he has been with since 2015, and previously worked at Granite Funding Inc. from 2017 to 2018. In addition to his advisory role, Harris operates Hunter Harris Accounting and Tax, a separate sole proprietorship providing accounting and tax return preparation services. Alpine Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering investment management and personalized financial planning. The firm uses a combination of passive and active strategies, tailoring portfolio construction to clients’ objectives, risk tolerance, and time horizon, and is notable for working with pension plans and employing fixed, flat advisory fees.
Based on Alpine Asset Management
Based on Alpine Asset Management
Fixed fee for financial planning projects ranging from $2,000 to $10,000 based on complexity and time required
Minimum fee: Flat advisory fee generally between $4,800 and $8,000 per calendar year, paid quarterly ($1,200 - $2,000 per quarter) Fee-only: Fee-only advisory firm; no commissions or other compensation from sale of securities or products
295 Us Hwy 50, Suite 12
Zephyr Cove, NV 89448
California · Nevada
Granite Funding Inc.
2017 - 2018 (1 year)
Alpine Asset Management LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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