Blake Harper is a registered investment advisor at Orchard Capital Management, LLC, based in Chicago, IL, with 12 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orchard Capital Management's fees are based on a percentage of the assets they manage. The specific rate is negotiable, but will not exceed 2.50% annually, paid quarterly in advance. Adjustments are made for contributions, but not withdrawals. Clients authorize direct debit of fees from their accounts. If there is not enough cash in the account, securities will be sold to cover the fees.
Location
130 N Garland Ct, # 5701, Chicago, IL, 60602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Blake is a minority owner in Redwood Partners LLC, providing consulting services on bank stocks, which takes a few hours per week. He also serves as a trustee for multiple family investment and real estate holding companies.
Employment History
Current Registrations
Orchard Capital Management, LLC
Previous Registrations
Forestview Wealth Management, LLC
State Registrations1 state
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