7th Harvest Investments manages investment portfolios and provides retirement plan consulting for individuals, high-net-worth clients, and organizations. The firm helps clients design, implement, monitor, and maintain their investment portfolios by determining investment goals, evaluating current assets, assessing cash flow needs, and establishing risk tolerance. 7th Harvest Investments builds customized asset allocations, places trades on behalf of clients, and offers ongoing portfolio monitoring. The firm also provides sub-advisory services and model portfolio management for other registered investment advisors, as well as investment consulting for retirement plan sponsors. Led by sole owner Earl Jefferson, the team includes experienced professionals who hold the Certified Financial Planner designation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual investment management annual fees typically range from 0.15% to 2.00% of assets under management. Sub-advisory services typically range from 0.25% to 0.75%, model portfolio services typically range from 0.35% to 0.75%, and retirement plan consulting ranges from 0.25% to 0.50%. Fees are negotiable.