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Gaye Lampert

Harvest Financial Advisors, LLC
11 Years of Experience
Naples, FL
1 Disclosure
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Gaye Lampert is a registered investment advisor at Harvest Financial Advisors, LLC, based in Naples, FL, with 11 years of industry experience. Gaye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 442 clients with $670M in assets under management.

Harvest Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$671.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $20.0M0.60%
$20M+0.50%

Fees may be negotiable at the discretion of the advisor in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Naples, FL

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History

Regulatory History (1)
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Judgment / Lien
October 2020
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Harvest Financial Advisors, LLC
April 2026 - Present · 6 mos
Previous Registrations
Harvest Financial Advisors, LLC
August 2021 - December 2025 · 4 yrs 4 mos
Nwf Advisory Services INC
February 2005 - November 2007 · 2 yrs 9 mos
Royal Alliance Associates, INC.
February 2005 - July 2007 · 2 yrs 5 mos
Prudential Investments LLC
September 2002 - February 2005 · 2 yrs 5 mos
Deutsche Bank Securities INC.
July 2001 - July 2002 · 1 yr
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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