My Harvest Field Financial (MHFFL) provides ongoing portfolio management based on individual client goals and risk tolerance. MHFFL creates an Investment Policy Statement for each client. Financial planning services are available on an a la carte or comprehensive basis, covering investment planning, insurance, tax, retirement, college, and debt/credit planning. MHFFL primarily recommends ETFs and mutual funds.
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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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