Financial Harvest Wealth Advisors is a wealth management firm offering comprehensive financial planning, investment management, and ongoing portfolio monitoring. The firm focuses on helping affluent clients address five fundamental concerns: making wise investment decisions to protect their lifestyle, mitigating taxes, providing for heirs, protecting wealth, and handling charitable giving and legacy planning. The advisory team collaborates with a professional network—including attorneys, accountants, and insurance specialists—to build a personalized Advanced Plan. Investment services include discretionary portfolio management using mutual funds, unit investment trusts, and bonds, as well as non-discretionary portfolio monitoring of third-party money managers. The firm serves individuals and families, family offices, foundations, endowments, charities, businesses, trusts, estates, and other entities.
Fee Structure
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 based on the size and complexity of the portfolio. Subject to a $5,000 minimum annual fee.