Harvest Investment Consultants offers investment management services, including portfolio design and active management, to individuals, families, and organizations. They also provide personalized financial planning services, covering retirement, education, insurance, charitable giving, and estate planning. Harvest uses conservative to aggressive strategies based on client needs and may use risk-appropriate models or customized portfolios. They focus on absolute performance and manage risk through diversification.
Assets Under Management$490M
Clients1,053
Advisors5
Avg. per Client$470K
Avg. per Advisor$98M
www.linkedin.com/company/harvest-investment-con... ·www.harvestinvestment.com ·www.youtube.com/channel/ucehmnaj5d4i0hsrxjghe0kw
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. The fee percentage from the previous tier is used as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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