About HARVEST WEALTH DESIGN & MANAGEMENT, LLC
Located in the heart of the financial district, Harvest Wealth Design & Management, LLC is a top-tier financial advisory firm that specializes in offering personalized wealth management solutions for its clients. With a team of experienced and knowledgeable advisors, Harvest provides expert financial guidance to individuals, families, and businesses.
How do they help clients – Key Takeaways:
- Personalized wealth management solutions
- Expert financial guidance from experienced advisors
- Extensive range of financial services offered
- Transparent and fair fee and compensation structure
- Comprehensive background and financial disclosures
Facts and Insights
Harvest Wealth Design & Management, LLC is dedicated to helping its clients achieve financial success through customized wealth management strategies and comprehensive financial planning. The firm believes in building long-term relationships with its clients and providing ongoing support and guidance to help them reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Harvest Wealth Design & Management, LLC offers a wide range of financial services to cater to the diverse needs of its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Business planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses. They specialize in working with high-net-worth individuals who require sophisticated and personalized financial planning solutions.
Fees & Compensation
Harvest Wealth Design & Management, LLC believes in transparency when it comes to fees and compensation. They have a fair and straightforward fee structure based on the services provided and the complexity of the client’s financial situation.
The firm charges a percentage of assets under management as its fee for investment management services. They also offer hourly or flat fee options for financial planning services. Harvest avoids any potential conflicts of interest by not accepting commissions and taking a fiduciary approach for all its services.
Background
The team at Harvest Wealth Design & Management, LLC has a combined experience of over 50 years in the financial industry. Their advisors are well-educated and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
The firm is also a member of various industry organizations, including the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and the Investment Management Consultants Association (IMCA).
Financial Advisor Disclosures to Know
Harvest Wealth Design & Management, LLC believes in full transparency and adheres to all necessary disclosures to ensure its clients make informed decisions. Some important disclosures to note are:
- No criminal or civil legal actions against the firm or its advisors in the past 10 years
- No disciplinary actions against the firm or its advisors by regulatory bodies in the past 10 years
- No bankruptcy filings in the past 10 years
- No conflicts of interest arising from compensation arrangements