Harvest Financial Group, LLC is a registered investment adviser based in Richmond, Virginia, owned and managed by Kyle T. Mills. The firm offers a wide range of services including portfolio management, financial planning, sub-advisor services, recommendations of third-party investment advisers, and participant account management. Harvest creates customized investment portfolios—such as the Low Volatility Income Portfolio, Moderate Growth and Income Portfolio, and Growth Portfolio—designed to balance risk and reward using quantitative allocation strategies and technical analysis. In addition to managing investments directly, Harvest works with third-party managers and helps clients navigate retirement planning, education funding, insurance needs, estate planning, tax strategies, and asset allocation. The firm serves individuals, trusts, estates, and corporate entities without imposing a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annualized fee ranges from 0.50% to 2.50% and is negotiable based on the size of the account. Fees are calculated and collected quarterly in advance.