Harvesting Gains Corporation is a registered investment advisor based in San Diego, California, offering personalized investment management, comprehensive financial planning, tax planning, charitable planning, pension consulting, and specialized advice on 1031 like-kind exchanges and private placements. Founded by Steven Prescott and Joseph Stella, the firm works primarily with individuals, high-net-worth families, business owners, and trusts. Harvesting Gains Corporation tailors its advisory services to each client's specific financial situation, risk tolerance, and goals, operating on a discretionary basis for securities portfolios while maintaining a consultative approach for real estate and tax strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
All fees are negotiable. Rates are applied to assets within each respective tier.