Harvest Advisors offers financial planning and investment management services tailored to individual client needs. They help clients formulate investment goals and assess risk tolerance. Financial planning includes debt repayment, building savings, retirement planning, and insurance. Harvest Advisors manages investment advisory accounts on a discretionary basis.
Assets Under Management$30M
Clients112
Advisors3
Avg. per Client$270K
Avg. per Advisor$10M
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.
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