Harvest Lane Investment Partners offers investment management and financial advice tailored to individuals, families, and institutions. They customize investment solutions to align with each client's unique circumstances and goals. Portfolios are diversified across various investment types, including exchange-traded funds, mutual funds, and individual equities. Harvest Lane also provides financial planning services, including retirement planning, portfolio reviews, estate planning, and cash flow analysis. They may also offer specialized family office and concierge services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $75.0M | 0.65% |
| $75M+ | 0.50% |
This is a tiered/blended fee schedule. The asset management fee is calculated by applying different rates to different portions of the portfolio. Harvest Lane can household certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee. Annual fees are negotiable.