Harvest - Faith-Based Investing operates as an automated digital platform providing investment management services tailored to Christian values. The firm uses algorithms and third-party investment managers to build and monitor diversified portfolios consisting of exchange-traded funds. Harvest incorporates biblically responsible screening to exclude companies involved in activities inconsistent with Christian ethics, alongside impact investing and shareholder advocacy strategies. Services are delivered exclusively through a mobile and internet application designed for self-directed investors. In addition to individual accounts, Harvest offers a subscription program for other registered investment advisors to utilize its platform for their clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K+ | 0.30% |
Accounts under $25,000 pay a flat subscription fee of $10 per month or $99 per year. Accounts of $25,000 or more pay 0.3% annually.