Harvest Financial Group provides financial planning and investment management services. Financial planning includes analyzing a client's financial situation and making recommendations. Investment management involves managing investment accounts based on individual preferences and risk tolerance. Harvest uses quantitative strategies and third-party investment advisors to mitigate risk and volatility. They offer several investment strategies, including low volatility income, moderate growth and income, and growth portfolios.
Fee Structure
Harvest Financial Group's fees for managing your investments are a percentage of the value of your portfolio, ranging from 0.50% to 2.50% per year. The exact fee is negotiable based on the size of your account. This fee is calculated and charged quarterly, in advance.
For participant account management services, the maximum annual fee is 1.00%, also negotiable, and calculated/collected quarterly in arrears.