Assets Under Management
$534.2M
Number of Clients
1,393
Number of Advisors
28
Average Client AUM
$383K
AUM per Advisor
$19.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harvest Investment Services provides personalized portfolio management, financial planning, and consulting services. They may recommend third-party managers and offer pension consulting. The firm also sponsors a Wrap Fee Program. They primarily advise on equity securities, ETFs, and mutual funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000.
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285