Harvest Capital Management (HCM) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. HCM creates customized investment strategies using low-cost, diversified exchange-traded funds (ETFs), individual stocks, and options contracts. HCM's investment approach is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. HCM also provides financial planning services covering investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$20M
Clients15
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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