Robert Harper

Robert Harper

NorthStar Wealth Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Principal

Offering advice since: 2011

Areas of focus:

  • Business planning
  • Educational Planning
  • Estate Planning/Wills
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Robert Harper:

1994-2008 I was a partner at Accessor Capital Management, the adviser to the Accessor Funds. Our focus was providing the building blocks for Asset Allocation to bank trust departments. We had 15 funds and $3.3 billion in assets. We won the Lipper Award for the best mutual fund company in the USA in 2007 (small company category).

In 2008 we sold to Forward Management owned by Gordon Getty. I worked with Forward to transition the clients and since I was not ready to retire I started NorthStar Wealth Management to use my intimate knowledge of Wall Street to help individuals build and enjoy their wealth.

Compensation and Fee Structures:

Fee only:
* 1% on first million
* .75% on the rest

Licenses, Certifications & Affiliations:

Series 65 and 63 securities licenses

Education:

BS Chemistry, University of Puget Sound

Will provide references upon request?

No


Further information about NorthStar Wealth Management:

NorthStar Wealth Management

(Size of firm: 0-9 advisors)

NorthStar Wealth Management LLC is a Registered Investment Advisor registered in Washington and California. We are a fee only firm with a strong focus on planning.

We use low cost no load mutual funds and ETF's. NorthStar provides access to a CFP and CFA as part of the planning and investment process. The website is www.northstarwealthmgt.com.

Part of the investment and planning team is Kaufman Kampe Advisors co-located with NorthStar Wealth Management.


Contact Information for Robert Harper

Phone: (206) 230-6604
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Address for Robert Harper:
7525 SE 24th Street
Mercer Island, WA, 98040

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