Harvest - Faith-Based Investing provides automated investment management tailored to individual needs and aligned with Christian values. Harvest uses third-party investment managers to provide biblically-aligned portfolios composed of Exchange-Traded Funds (ETFs). Harvest empowers clients to invest and steward their resources in alignment with their Christian beliefs. The service is delivered through a mobile and Internet application.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K+ | 0.30% |
Clients with less than $25,000 pay a subscription fee instead of an asset-based fee. The subscription fee is $10/month or $99/year. For advisors using Harvest's platform for their clients, the fee is 0.25% per year regardless of account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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