My Harvest Field Financial is a registered investment advisor based in Sugar Land, Texas, offering ongoing portfolio management and financial planning services. My Harvest Field Financial builds customized investment portfolios using mutual funds, exchange-traded funds, fixed income securities, real estate investment trusts, and other investments based on each client's goals and risk tolerance. In addition to portfolio management, the firm offers financial planning covering investment strategy, insurance needs, tax considerations, retirement, college savings, and debt management, available on an a la carte or comprehensive basis.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable. Fees are paid quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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