James Michael Harpst
Advisor at Infresh, Inc. — Findlay, OH
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 65
Experience Industry experience
15 years
Location
Findlay, OH 45840
Infresh, Inc.
Independent
Total advisors
1Clients per advisor
116 Very HighAvg AUM per client
$537,931 TypicalHNW client ratio
11% TypicalJames Harpst is a financial advisor at Infresh, Inc., holding a Series 65 designation with 15 years of industry experience. He has worked at InFresh Financial Network, LLC since 2011 and previously operated Harpst Insurance Services from 2010 to 2019. Infresh, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to individuals and employer-sponsored retirement plans. The firm employs a tactical asset-allocation strategy using mutual funds, ETFs, exchange-listed securities, and options, and offers pension consulting and implementation alongside discretionary portfolio management and an automated ETF-based investment program.
Based on Infresh, Inc.
One-time fixed fees for financial planning; specific amounts negotiable and disclosed in Financial Planning Agreement
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Fees for financial planning billed hourly; specific rates negotiable and disclosed in Financial Planning Agreement
Minimum fee: $2,500 per year for investment advisory; $1,000 per year for pension consulting; minimum fees may be reduced or waived at discretion
Findlay, OH
1219 W. Main Cross St., Suite 205
Findlay OH 45840
Advisors at this office
1
Ohio · Texas
15 years of industry experience
InFresh Financial Network, LLC
2011 - Present • 15 years
Findlay, OH
Harpst Insurance Services
2010 - 2019 • 9 years
Findlay, OH
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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