Harvest Investment Advisors manages client accounts using stocks, bonds, and exchange-traded funds. They meet with clients to determine their financial goals, risk tolerance, and investment constraints. Then, they develop a unique investment strategy for each client. Harvest specializes in large-cap value equity portfolios, focusing on stocks with above-average dividend yields. Fixed income investments are used for capital preservation and income.
Assets Under Management$160M
Clients116
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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