Bruce Mason

Harvest Financial Advisors, LLC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate Planning

Harvest Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

418 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$582.6M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

312 Walnut Street, Suite 1600, Cincinnati, OH, 45202

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Harvest Financial Advisors, LLC

July 2008 - Present · 17 yrs 7 mos

Previous Registrations

Haberer Registered Investment Advisor INC

April 2008 - June 2008 · 2 mos

State Registrations3 states

INKYOH

Advisor

Exams

No exam information available for this advisor.