Harvest Financial Planning Associates (HFP) provides investment management and financial planning services. HFP works with clients to establish financial goals and values, then creates a plan covering areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. HFP primarily advises on stocks, bonds, mutual funds, and ETFs. Clients can grant HFP authority to buy and sell securities, either with or without asking first. HFP also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$8.3M
Clients33
Advisors1
Avg. per Client$250K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are negotiable. The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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