Harvest Financial Planning provides financial planning, personal finance coaching and education, investment portfolio review, and investment management services. Financial planning covers areas like retirement, education funding, budgeting, and estate planning. Investment management is offered on a discretionary basis, meaning Harvest Financial Planning can make trades without your prior approval. The firm aims to minimize volatility through diversification.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fees charged for portfolio management services in a one-year period are subject to a $2,000 minimum. Management fees and minimum annual fees may be negotiable based on criteria such as friends or family status, or large portfolio status (over $2 million).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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