Financial Harvest helps clients manage their wealth by addressing investment decisions, tax mitigation, inheritance, wealth protection, and charitable giving. They offer investment consulting through portfolio management and monitoring, advanced planning through collaboration with a professional network, and relationship management by understanding client needs and working with their advisors.
Assets Under Management$560M
Clients320
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable within each tier. A $5,000 minimum annual fee applies and may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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