BH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
418 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$582.6M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Below $500,000 incurs a minimum client fee of $5,000 per year. Fees may be negotiable at the discretion of the adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
You'll pay an annual fee based on the size of your investment portfolio. For accounts below $500,000, there is a minimum annual fee of $5,000. Fees are negotiable at the adviser's discretion. The professional advisory relationship may be terminated with 30 days' written notice, and a pro-rata refund will be given.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
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Advisor Information
Office location
8840 Cincinnati-Dayton Road, West Chester, OH, 45069
Get directionsRegulatory History
Clean regulatory record
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 Financial Advisors, LLC
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Thrivent Investment Management INC. Broker
October 2021 - November 2023 · 2 yrs 1 mo
State Registrations6 states
FLINKYOHPATX
Advisor
Exams
No exam information available for this advisor.