How does the advisor help clients – Key Takeaways:
Harvest Portfolio Management, LLC is a financial management firm that provides expert guidance and customized solutions for its clients. The firm’s team of experienced financial advisors work closely with individuals, families, and businesses to help them achieve their financial goals.
Key takeaways include:
- Customized financial solutions tailored to each client’s unique needs and goals.
- Expert guidance from experienced financial advisors.
- A holistic approach to financial planning, taking into consideration all aspects of a client’s financial life.
Facts and Insights:
Harvest Portfolio Management, LLC was founded in 2003 and is headquartered in New York City. The firm has a team of over 100 advisors and manages over $5 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | Founded in 2003 |
Financial Services Offered:
Harvest Portfolio Management, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Business and corporate planning
Client Types:
Harvest Portfolio Management, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Closely held companies
- Non-profit organizations
Fees & Compensation:
Harvest Portfolio Management, LLC operates on a fee-only basis, meaning that the firm does not receive commissions or other forms of compensation from the sale of financial products. Instead, clients pay a fee based on the assets under management. This fee structure ensures that the firm’s advisors are completely aligned with their clients’ best interests.
Background:
Harvest Portfolio Management, LLC was founded by a team of experienced financial professionals who shared a passion for helping clients achieve their financial goals. The firm’s mission is to provide personalized and comprehensive financial solutions that are tailored to each client’s unique needs.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Harvest Portfolio Management, LLC is held to a fiduciary standard, meaning that the firm must always act in the best interests of its clients. This includes providing full disclosure of any potential conflicts of interest and always putting the client’s needs first.