Harvest Financial Advisors provides investment management and financial planning services. They review clients' financial situations, including assets, liabilities, income, insurance, and estate plans. Harvest helps clients establish investment objectives based on their risk tolerance and return expectations. Planning services are typically included without an additional fee. Harvest also offers a third-party advisor option through Betterment Securities for clients with smaller investment amounts.
Assets Under Management$670M
Clients442
Advisors9
Avg. per Client$1.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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