How does the advisor help clients – Key Takeaways:
Good Harvest Financial Group, Inc. is a reputable financial firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized and comprehensive solutions to their clients’ financial needs.
As an expert in the field, Good Harvest Financial Group, Inc. aims to educate and empower their clients to make informed financial decisions. They offer a diverse range of financial services and cater to clients from various backgrounds.
Facts and Insights
Here are some key facts and insights about Good Harvest Financial Group, Inc.:
- Founded in 2005
- Over $500 million in assets under management
- More than 50 advisors on their team
- Serving clients in over 20 states
- Average client portfolio size of $1 million
- Over 95% client retention rate
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 50+ |
Financial Services Offered
Good Harvest Financial Group, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Good Harvest Financial Group, Inc. caters to a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Professionals
- Retirees
Fees & Compensation
Good Harvest Financial Group, Inc. operates on a fee-based compensation structure, meaning they charge a fee for the services they provide. This ensures that their interests are aligned with their clients’ and they are not influenced by commissions or incentives from investment products.
The specific fees charged by Good Harvest Financial Group, Inc. may vary depending on the services provided and the size of the client’s portfolio. They are transparent about their fees and will discuss them with clients before any services are rendered.
Background
Good Harvest Financial Group, Inc. was founded in 2005 by a team of experienced financial professionals who shared a common goal of helping clients achieve financial success. With a focus on providing personalized and tailored solutions, Good Harvest Financial Group, Inc. has established a strong reputation in the financial industry.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that may arise when working with a financial advisor. Here are some key disclosures to know about Good Harvest Financial Group, Inc.:
- The firm may receive commissions or referral fees for certain investment products or services
- Some advisors may also be licensed insurance agents and may receive compensation for insurance product sales
- The firm has a fiduciary duty to act in the best interests of their clients
- Advisors are required to disclose any potential conflicts of interest to their clients