Harfst and Associates offers wealth management, investment management, and financial planning services tailored to individuals, families, and small businesses. The firm combines portfolio management with retirement planning, estate planning, tax considerations, and risk management. Harfst and Associates utilizes a global macroeconomic and fundamentally driven approach, primarily employing exchange-traded funds and mutual funds to build diversified portfolios. In addition to individual wealth management, the firm provides institutional management, pension consulting, and independent financial planning. Harfst and Associates operates as an independent advisor with offices in Wyoming and Oregon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are calculated on a graduated basis and are negotiable depending on individual client circumstances.