Millard Roberts
Millard Roberts is a CFA-designated registered investment advisor at Harvest Investment Advisors, LLC, based in Tallahassee, FL, with 25 years of industry experience. Millard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 116 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The fee is negotiable for assets invested in equity securities over $10,000,000. Fixed income obligations are charged 0.50% on all amounts. Exchange Traded Funds are charged 0.35% on all amounts.
Fee Estimator
Location
Tallahassee, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Harvest Investment Advisors, LLC
Previous Registrations
Harvest Investment Advisors, LLC
Northern Trust Investments, National Association.
State Registrations3 states
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