HarvestWise Wealth Planning offers investment advice and financial planning to individuals and other clients. Services include asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning. HarvestWise may use third-party advisors to implement investment portfolios. They also offer retirement plan consulting to employer plan sponsors.
Assets Under Management$38M
Clients101
Advisors1
Avg. per Client$380K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
HarvestWise Wealth Planning offers several investment management options. Fees are based on a percentage of your portfolio's value and vary depending on the amount you invest and whether HarvestWise or a third-party manages your account. The maximum annual fee is 2.00%. Fees are deducted monthly.
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