Jose Alvarez is a registered investment advisor at Harvest Horizon Wealth Strategies, based in Amery, WI, with 4 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 3 more. Their firm serves 34 clients with $8.8M 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 | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable. For clients with over $10,000,000 in net investable assets, a flat annual fee is charged, with a minimum of $45,000.
Fee Estimator
Contact
Jose Alvarez
Location
228 Keller Ave N, Suite 4, Amery, WI, 54001
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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 →Other Business Activities
Jose owns and operates Green Field Acres, an agriculture/farming business, since 2020. He dedicates about 10-20% of his time to purchasing, raising, selling, and transporting cattle and meat products, as well as maintaining the ranch.
Employment History
Current Registrations
Harvest Horizon Wealth Strategies
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, 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.
Exams