Michael Beels is a registered investment advisor at Harvest Advisors, LLC, based in Canton, OH, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 108 clients with $33M 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 $250K | 2.00% |
| $250K - $500K | 1.82% |
| $500K - $750K | 1.53% |
| $750K - $1.0M | 1.42% |
| $1.0M - $1.3M | 1.30% |
| $1.3M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.14% |
| $2.0M - $2.5M | 1.05% |
| $2.5M+ | 1.00% |
Fees are charged quarterly in advance based on market value as of the last day of the preceding quarter.
Fee Estimator
Location
4942 Higbee Ave Nw, Suite A, Canton, OH, 44718
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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 Advisors, LLC
State Registrations1 state
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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