Harvested Financial, LLC provides personalized investment management and consulting services for individuals and institutional clients. Harvested Financial builds custom portfolios based on each client's specific goals, risk tolerance, and time horizon, managing accounts with full authority to make trades on the client's behalf. The firm specializes in equity securities, options contracts, and digital assets. In addition to core portfolio management, Harvested Financial offers consulting on topics such as portfolio structuring and options education, alongside subscription-based data analytics services. Harvested Financial requires clients to use specific brokerage firms to hold their assets and execute trades, such as Interactive Brokers, Tradier, or Gemini for digital assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K+ | 0.75% |
Standard baseline annual fee for equity and equity option strategies is 0.75%. Digital asset portfolios are charged 0.75% separately. Fees are negotiable.