Harvest Wealth Design & Management provides financial planning and investment advisory services. They offer comprehensive financial plans, financial reviews, project-based consulting, and investment management. They distinguish themselves by addressing investment needs as well as tax, estate planning, risk management, retirement planning, and business development needs.
Assets Under Management$1.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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