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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 112 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvest Advisors charges a percentage of the value of your portfolio, billed quarterly. The annual fee schedule is up to 2%. Special investment services, including financial planning, may be provided for a negotiated fee in addition to the portfolio management fee. Fees are exclusive of brokerage commissions and other third-party costs.
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.
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Current Registrations
Harvest Advisors, LLC
State Registrations1 state
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