Harvester Wealth offers customized investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, businesses, and charities. As a fiduciary, Harvester Wealth is legally required to act in your best interest. Investment strategies are primarily long-term focused, using exchange-traded funds, mutual funds, and individual stocks. Financial planning covers areas like retirement, education, insurance, and estate planning. Clients are not obligated to implement any recommendations.
Fee Structure
Harvester Wealth manages investments for a quarterly fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. There is generally a $75,000 minimum annual fee, which may be waived. Fees are calculated based on all assets managed by Harvester Wealth. The fees do not include brokerage or custody fees.