Harvest Capital Assets (HCA) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. HCA may also provide financial planning services during onboarding at no additional cost. HCA primarily recommends individual stocks but may also use mutual funds, fixed income securities, real estate funds, insurance products, ETFs, and other securities to diversify portfolios.
Assets Under Management$67M
Clients233
Advisors3
Avg. per Client$290K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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