Stephen Harper
Stephen Harper is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Florence, KY, with 6 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
8140 Dream St, Ste B, Florence, KY, 41042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen owns Preservation Wealth Consultants LLC, providing tax preparation and advisory services, dedicating nearly full-time hours to this. He also owns PWC Insurance Agency LLC and is a licensed insurance agent, selling various insurance products, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Simplicity Wealth
Fsc Securities Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.