Harvest Advisors, LLC provides financial planning, investment management, and supervisory services tailored to the wealth management needs of individuals, trusts, estates, charitable organizations, and businesses. Harvest Advisors tailors its advice by meeting with clients to formulate investment goals and assess risk tolerance based on factors like age, net worth, and risk comfort. The firm manages accounts on a discretionary basis, meaning they make trades on your behalf without asking first, using a diversified mix of individual securities, mutual funds, and exchange-traded funds. Harvest Advisors focuses on long-term positive trends, typically looking at a two- to five-year investment horizon. In addition to investment management, Harvest Advisors offers financial planning to help clients map out steps toward goals like becoming debt-free, saving for a home, building savings, planning for retirement, or purchasing insurance.
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.