Financial Harvest Wealth Advisors

Financial Harvest, LLC is a registered investment advisor established in October 2008, offering wealth management services to help clients preserve and cultivate their wealth. The firm specializes in Portfolio Management and Portfolio Monitoring services, with discretionary and non-discretionary accounts, respectively. Their mission is to help families maintain their wealth and autonomy, focusing on long-term financial goals. The firm's Wealth Management Consultative Process includes Investment Consulting, Advanced Planning, and Relationship Management. Investment strategies include Asset Allocation, Modern Portfolio Theory, Efficient-market Hypothesis, and the Fama-French Three Factor Model. Financial Harvest, LLC charges management fees based on a tiered structure, with a minimum annual fee requirement of $5,000. The firm does not charge performance-based fees. They do not participate in class action lawsuits on behalf of clients. The firm does not vote client proxies and does not take physical custody of client funds. Financial Harvest, LLC does not provide financial information in their Disclosure Brochure.