Good Harvest Financial Group is a registered investment advisor offering customized portfolio management and financial consulting. They work with individuals, businesses, foundations, and trustees. Services include financial planning, which involves creating a written plan to help clients achieve their financial goals, and portfolio management, where they manage investments based on the client's objectives and risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
A discounted fee schedule may be available for asset amounts over $1,000,000. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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