The Harvest Group

The Harvest Group Wealth Management, LLC, a registered investment adviser, was established in 2016 and is based in Waltham, MA. The firm specializes in financial planning, investment management, and wealth management services. They evaluate clients' financial situations before designing and implementing investment plans to meet their objectives. The firm manages assets on a discretionary basis, totaling $185,812,424 as of December 31, 2022. Clients are required to enter into written agreements outlining the terms of the advisory relationship. The firm charges an annual fee based on assets under management, ranging from 1.00% to 1.50%. Financial planning services are offered for a fixed fee, typically ranging from $2,500 to $50,000. The Harvest Group may recommend structured notes and exchange-traded notes to clients. They may also engage Independent Managers to manage client assets. The firm exercises investment discretion, allowing them to make decisions on behalf of clients without seeking prior consent for transactions. Clients are encouraged to review and update their financial situation and investment objectives regularly. The Harvest Group does not accept proxy voting authority and does not have financial conditions that would impair their ability to meet commitments. The firm does not have a history of legal or disciplinary events that would impact their advisory business. Clients receive regular account statements and reports from the custodian, Schwab, and are encouraged to compare them with reports from The Harvest Group. The firm has a Code of Ethics in place to ensure the highest standards of conduct among its Supervised Persons.