Harfst And Associates, Inc.

Harfst and Associates, Inc. is a registered investment advisor established in 2007, owned by Robby D. Harfst and Danette J. Harfst. The firm offers wealth management services, institutional management services, pension consulting services, and financial planning and consulting services. They provide discretionary and non-discretionary investment management services, tailored to individual client needs. Clients may have assets invested in predefined model portfolios or customized portfolios. The firm may use sub-advisors to manage investments on a discretionary basis, with fees ranging from .25% to .50% of assets managed by the sub-advisor. Advisory fees for wealth management services are based on a percentage of assets under management, with fees ranging from 1.25% to 0.40% based on asset levels. The firm practices investment discretion, allowing them to manage client investments within specified guidelines without prior client approval. Harfst and Associates, Inc. do not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm requires a minimum of $500,000 to open and maintain an advisory account. They conduct ongoing account reviews and provide detailed reports to clients. Harfst and Associates, Inc. prioritize client privacy and have policies in place to protect personal information.