MHB Advisory Services (operating as Harvest Capital Management) provides portfolio management based on individual client goals and risk tolerance. MHB also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, MHB provides financial consulting services including expense tracking, budgeting, and debt management. MHB also offers consulting services to pension and employee benefit plans.
Assets Under Management$6.1M
Clients7
Advisors1
Avg. per Client$870K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.40% |
For managed accounts held away (401ks, etc.), MHB charges an annual fee of 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...