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GL
GL
Gaye Clarke Lampert
Harvest Financial Advisors, LLC
10 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Harvest Financial Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
418 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$582.6M
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
Minimum Annual Fee:
$5,000
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Location
Naples, FL
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Judgment / Lien
October 2020
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How to Read Disclosures
Employment History
Current Registrations
Harvest Financial Advisors, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Nwf Advisory Services INC
February 2005 - November 2007 · 2 yrs 9 mos
Royal Alliance Associates, INC.
February 2005 - July 2007 · 2 yrs 5 mos
Prudential Investments LLC
September 2002 - February 2005 · 2 yrs 5 mos
Deutsche Bank Securities INC.
July 2001 - July 2002 · 1 yr
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.