Green Harvest, Green Harvest Capital Management
Fee-Only (% of Portfolio)Fixed/Hourly
Green Harvest provides investment advice and financial planning to individuals, small businesses, and non-profits. Services include portfolio management (discretionary or non-discretionary) and financial planning (comprehensive plans, annual reviews, and separate consultations). Green Harvest evaluates clients' financial situations and risk tolerance to tailor recommendations. They primarily recommend stocks, mutual funds, ETFs, bonds, and options.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Green Harvest does not negotiate its management fee, but does offer discounts to select friends, employees and family. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...