Firm
Harvest Portfolio Management
North Fort Myers, Florida
Fee-only
Harvest Portfolio Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 1 employee and 89 individual clients.
- Its average account is about $1.0 million (assets it manages divided by its 90 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | North Fort Myers, Florida |
|---|---|
| Website | harvestportfoliomanagement.com |
| Phone | (917) 821-2150 |
Harvest Portfolio Management fees
Harvest Portfolio Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $90 million |
| Individual clients | 89 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 299005 |