Harvest Investment Services is a registered investment advisor founded in 2011 and based in Oakbrook Terrace, Illinois. The firm provides discretionary and non-discretionary portfolio management, financial planning and consulting, estate planning guidance, pension consulting, and third-party account management. Harvest Investment Services tailors its investment strategies to meet each client's specific objectives and risk tolerance, utilizing stocks, exchange-traded funds, and mutual funds. The firm also manages collective investment trusts and offers a 401(k) active management service for held-away retirement accounts. Harvest Investment Services serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees for accounts over $10,000,000 are negotiable. Accounts with holdings under $50,000 may be assessed a $25 quarterly reporting fee.