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CFP
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CFP

Robert Thompson

Harvest Investment Services, LLC
36 Years of Experience
Palos Hills, IL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Robert Thompson is a CFP-designated registered investment advisor at Harvest Investment Services, LLC, based in Palos Hills, IL, with 36 years of industry experience. Robert 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.

Harvest Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,508 clients
Average Client Portfolio
$503K average
Assets Under Management
$758.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.80%
$50K - $100K2.75%
$100K - $250K2.50%
$250K - $500K2.25%
$500K - $750K2.00%
$750K - $1.0M2.00%
$1.0M - $1.5M1.75%
$1.5M - $2.0M1.75%
$2.0M - $10.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9944 S. Roberts Road, Suite 108, Palos Hills, IL, 60465

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2024
Final
Employment Separation After Allegations
October 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is the president of Progressive Financial Planning Services Inc and provides insurance and advisory services. He also serves as Board President-Chair for Oak Lawn Public Library Foundation, an advisory board member for Virtu Broadband LLC, a Retirement Plan Officer/Consultant for Midland States Bank, and Moderator of Church Council of Leaders for Living Faith Community Church.

Employment History
Current Registrations
Harvest Investment Services, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Harvest Investment Services, LLC
November 2023 - November 2023 · 0 mos
Harvest Investment Services, LLC
January 2015 - July 2018 · 3 yrs 6 mos
Concourse Financial Group Advisors
March 2000 - October 2023 · 23 yrs 7 mos
Concourse Financial Group Securities, INC.Broker
September 1999 - October 2023 · 24 yrs 1 mo
The Concord Equity Group, LLCBroker
May 1998 - September 1999 · 1 yr 4 mos
Emissary Financial Group, INC.Broker
March 1998 - August 1998 · 5 mos
Money Concepts Capital CORPBroker
September 1989 - March 1998 · 8 yrs 6 mos
State Registrations1 state
IL
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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