7th Harvest Investments

7th Harvest Investments LLC, established in January 2006, offers fee-based investment management services to individual and organizational clients, including retirement plan investment consulting. The firm provides sub-advisory services, model portfolio management, and individual investment management. Clients have the option to engage the firm as an Investment Manager for collective investment funds. The firm's annual fees typically range from 0.15% to 2.00% of assets under management, varying based on the service provided. The minimum investment for individual clients is $250,000, but this requirement may be waived. 7th Harvest Investments exercises limited power of attorney for trading and fee withdrawal authority, with discretion over client accounts. The firm uses various methods of analysis, including charting and fundamental analysis, and implements strategies such as long-term purchases and trading. The firm does not charge performance-based fees and has no disciplinary events to disclose. Clients are encouraged to meet annually for portfolio reviews. Earl Jefferson, the sole owner, has a Certified Financial Planner® certification and extensive industry experience. Chester Anderson and Thomas Young, Advisor Partners, also hold the CFP® certification and have relevant business backgrounds. The firm's fee structure, investment strategies, and commitment to client interests are outlined in detail in the brochure.