Assets Under Management
$582.6M
Number of Clients
418
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harvest Financial Advisors provides investment supervisory services, reviewing client assets, liabilities, income, insurance, and estate planning. They assist clients in establishing investment objectives based on risk tolerance and return expectations. Planning services are typically included without an additional fee. Accounts may be managed on a discretionary or non-discretionary basis.
8840 Cincinnati-Dayton Road, West Chester, OH, 45069