Advisor at Harvest Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harvest Financial Advisors, LLC
Location
Cincinnati, OH 45202
Credentials
CFP®, Series 63
Industry experience
23 years
Marc Henn is a CFP®-certified financial advisor with Harvest Financial Advisors, LLC in Cincinnati, OH, where he has worked since 2007. He has 23 years of industry experience, including prior work with Haberer Registered Investment Advisor, Inc. Since 2004, he has also served as an industry arbitrator with FINRA in Chicago. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services, employing a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management approaches.
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
Florida · Indiana · Kentucky · Ohio · Pennsylvania · Texas
Harvest Financial Advisors, LLC
2007 - Present (19 years)
Haberer Registered Investment Advisor, Inc.
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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