Kristine Witherow
Kristine Witherow is a registered investment advisor at Harvest Investment Services, LLC, based in Gettysburg, PA, with 28 years of industry experience. Kristine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,393 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000. Accounts with holdings less than $50,000 may be assessed a $25 quarterly reporting fee in addition to the percentage based Advisory Fee.
Fee Estimator
Location
Gettysburg, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Kristine owns a farm/rental property, dedicates minimal time to it, and is the treasurer for a family reunion. She also works as an independent insurance agent selling Medicare, life insurance, LTC, and fixed annuities, which takes about 10-20% of her time, and is a board member for a community theatre and fundraising chairperson for a band boosters organization.
Employment History
Current Registrations
Harvest Investment Services, LLC
Previous Registrations
Proequities, INC.Broker
Investment Advisors
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Walnut Street Securities, INC.Broker
H. Beck, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.