Harvest Financial Advisors, LLC
Assets Under Management
$582.6M
Number of Clients
418
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Harvest Financial Advisors provides investment supervisory services, reviewing client assets, liabilities, income, insurance, and estate planning. They assist clients in establishing investment objectives based on risk tolerance and return expectations. Portfolio management is continuous and regular. Planning services are typically included without an additional fee. They may suggest custodians like Charles Schwab, Fidelity, or Betterment.
Fee Structure
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
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
Location
8840 Cincinnati-Dayton Road, West Chester, OH, 45069