Harvest Portfolio Management, LLC

Fee-Only (% of Portfolio)

Harvest Portfolio Management, LLC has appointed Gina J. Dobson as Chief Operations Officer. Ms. Dobson will oversee firm compliance, administrative services including fee processing and client money movement, and operational risk management. Her addition enhances the firm’s capacity to maintain a regulatory secure environment while supporting Harvest’s growth initiatives.

Assets Under Management$98M
Clients77
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$49M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Advisors at this firm

Harvest Portfolio Management, LLC | TrueAdvisor