SmartHarvest Portfolios provides investment management services to other investment advisors, who then offer these services to their clients. SmartHarvest Portfolios manages investments on a discretionary basis, typically as a sub-advisor. They work with the other advisors to design an investment plan to meet the client's goals. SmartHarvest Portfolios' strategies typically consist of individual stock equity positions, exchange-traded funds (ETFs) and/or mutual funds.
Fee Structure
SmartHarvest Portfolios provides investment management services to other advisors, who then offer these services to their clients. The annual fee ranges from 0.05% to 0.2% of the assets managed. The fee depends on the scope and complexity of the services, the amount of assets managed, and the overall relationship with the other advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.