Good Harvest Financial Group offers comprehensive, customized portfolio management and financial consulting services to individuals, businesses, foundations, and trustees. Founded in 1992 and based in Huntington, New York, the firm provides both discretionary and non-discretionary portfolio management, tailoring its investment advice to each client's specific goals, risk tolerance, and time horizon. Good Harvest Financial Group also offers standalone financial planning services covering modular topics or comprehensive strategies. In addition to investment advisory services, the firm's professionals are licensed insurance agents and may recommend insurance products, creating a potential conflict of interest through commission-based earnings. The firm primarily serves high net worth individuals and maintains a minimum investment requirement of $250,000, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
A discounted fee schedule may be available for portfolio amounts over $1,000,000. Advisory fees are negotiable.