Harvest Horizon Wealth Strategies offers investment management and financial planning to individuals, families, and businesses. The firm also provides business consulting services, including valuation, expansion, and exit strategy planning. Harvest Horizon utilizes proprietary systems like EnterpriseOne and CivicOne to support its advisory services. The firm is fee-only, meaning it only receives compensation from clients.
Assets Under Management$8.8M
Clients34
Advisors1
Avg. per Client$260K
Avg. per Advisor$8.8M
www.harvesthorizonwealth.com ·open.spotify.com/show/2ltuduqk4t3p4smxk7lywb?si... ·www.hhwscivicone.com
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
