Harold Griffin Harper Jr.
Advisor at Harper Financial Group — Tifton, GA
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Tifton, GA 31794
Harper Financial Group
Independent
Total advisors
1Clients per advisor
100 Very HighAvg AUM per client
$0 Very LowHNW client ratio
0% LowHarold Harper Jr. is the sole advisor at Harper Financial Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has a professional background including roles at H.D. Vest Advisory Services and Terra Sec Corp. Outside of financial advising, he has been involved with the Tifton GA YMCA and the Downtown Development Authority for over two decades. Harper Financial Group provides personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure with passively managed index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios tailored to client objectives.
Based on Harper Financial Group
Based on Harper Financial Group
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
Tifton, GA
127 N Central Avenue
Tifton GA 31794
Advisors at this office
1
Georgia
22 years of industry experience
Hg Harper Financial Group
2009 - Present • 17 years
Tifton, GA
H. D. Vest Advisory Services, Inc.
2004 - Present • 22 years
Tifton, GA
Hd Vest
2002 - Present • 24 years
Tifton, GA
Terra Sec Corp
2000 - Present • 26 years
Oak Brook, IL
Tifton Ga Ymca
1999 - Present • 27 years
Tifton, GA
Downtown Development Authority
1995 - Present • 31 years
Tifton, GA
Harold G Harper Jr Cpa Pc
1989 - Present • 37 years
Tifton, GA
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.
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