Brent Emerick is a CFP-designated registered investment advisor at Harvest Investment Services, LLC, based in Westfield, IN, with 27 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees for accounts over $10,000,000 are negotiable. Accounts with holdings under $50,000 may be assessed a $25 quarterly reporting fee.
Fee Estimator
Location
Westfield, IN
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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 →Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Wealth Advisory Solutions, LLC
Comprehensive Financial Planning Services CORP.
Comprehensive Financial Planning Services CORP.
State Registrations1 state
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Exams
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