John Alyo
John Alyo is a registered investment advisor at Harvest Investment Services, LLC, based in Spring, TX, with 25 years of industry experience. John 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
Spring, TX
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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 →Other Business ActivitiesSells Insurance
John is an office manager/designated principal/admin for Harvest Financial Planning Group and a registered representative selling insurance products, dedicating about half of his time to each. He also serves as Director of Investments and Trading for Harvest Investment Services, LLC, and as a Designated Principal for Harvest Financial Planning, spending nearly full-time on these investment-related activities.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations2 states
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
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