Advisor at Harvest Financial Advisors, LLC
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Firm
Harvest Financial Advisors, LLC
Location
Cincinnati, OH 45202
Credentials
Series 65
Industry experience
17 years
Bruce Mason is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Harvest Financial Advisors, LLC since 2008. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, using fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.
Based on Harvest Financial Advisors, LLC
Based on Harvest Financial Advisors, LLC
$500,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $20,000,000: 0.60% annually $20,000,000+: 0.50% annually
Account minimum: $500,000 Minimum fee: $5,000 per year minimum fee for accounts below $500,000
312 Walnut Street, Suite 1600
Cincinnati, OH 45202
Indiana · Kentucky · Ohio
Harvest Financial Advisors, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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