Harvest Asset Group, LLC

Harvest Asset Group, LLC, established in July 2012, is a fee-only financial planning and investment advisory firm based in Portland, ME. The firm specializes in providing personal, confidential financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. Services include financial goal determination, cash flow management, education funding, retirement planning, investment management, tax planning, insurance review, and estate planning. Harvest Asset Group is a fiduciary, acting in the best interests of clients, and does not receive commissions for product sales. The firm offers discretionary investment advisory services, primarily focusing on mutual funds and diversified funds, with the ability to advise on various other investments. Clients engage in financial planning and consulting services initially, with the option to proceed to ongoing investment advisory services. The firm's fee structure is typically based on a percentage of assets under management, with no minimum account size required. Harvest Asset Group has a Business Continuity Plan in place and maintains an Information Security Program to protect client information. Clients receive periodic account reviews and reports, and the firm does not vote client securities. The firm's Privacy Policy ensures the confidentiality of clients' nonpublic personal information.