Harvested Financial offers investment advice and manages portfolios for clients based on their individual needs. This includes setting goals, creating investment policies, and managing portfolios. They also offer digital asset investment management, which includes education on digital assets. Consulting services are available for portfolio structuring, trade management, and options education. Harvested Financial manages accounts with the client's objectives and tax considerations in mind.
Assets Under Management$4.3M
Clients7
Advisors1
Avg. per Client$610K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable and vary depending on account size, parameters, and overall relationship. There is a separate 0.75% annual fee for digital asset strategies.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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