7th Harvest Investments offers investment management services to individuals and organizations. They also provide retirement plan investment consulting to plan sponsors. For individuals, they help design, implement, monitor, and maintain investment portfolios, including determining investment goals, evaluating assets, and developing asset allocations. They also offer sub-advisory services and model portfolio services to other investment advisors.
Fee Structure
7th Harvest Investments' annual fee for portfolio management services ranges from 0.15% to 2.00% of the value of your investments. The fees are typically charged quarterly, either by directly debiting client accounts, invoicing clients, or receiving a fee from other advisors. Fees are negotiable and may take the form of a flat monthly, quarterly, or annual fee.