Harvest Horizon Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,751,000
Total clients
33
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$265,182
Client services
Fee options
Project-based fees minimum $1,200 for 6 hours; Business valuation, exit, or expansion fees range $5,000 to $25,000 (one-time fee).
Under $1,000,000 - $999,999: 1.10% $1,000,001 - $5,000,000: 0.70% - 1.00% $5,000,001 - $10,000,000: 0.45% - 0.65% Above $10,000,001+: Fixed Fee (negotiable, minimum $45,000)
$250 per hour with a $400 minimum fee; time rounded to nearest 15 minutes.
Minimum fee: For clients with over $10,000,000 in net investable assets, a flat annual fee with a minimum of $45,000. Fee-only: Fee-only firm; no compensation from third parties.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Harvest Horizon Wealth Strategies
228 Keller Ave N, Suite 4
Amery WI 54001, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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