Harper Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,145,360
Total clients
101
7% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
101
Average account size
$258,865
Client services
Fee options
One-time financial plan creation services charged a fixed fee generally ranging from $1,800 to $16,800 per project.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001 - $20,000,000: 0.20% $20,000,001+: 0.10%
Insurance products commissions earned by Garrett Harper as a licensed insurance agent if clients purchase recommended insurance products; commissions are a conflict of interest but not a substantial source of revenue.
Fee-only: Ongoing comprehensive financial planning services offered as standalone for a fixed monthly fee generally ranging from $150 to $1,400 per month, paid in advance; one-time financial plan creation fees generally range from $1,800 to $16,800 per project.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Harper Financial Strategies, LLC
4500 Bob Billings Parkway, Suite 104
Lawrence KS 66049, United States
Number of offices
1
Forms ADV
Quick links
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