Harvest Portfolio Management, LLC logo

Harvest Portfolio Management, LLC

Updated today

Client assets under management

$32,000,000

Clients

89

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$359,551

About

Harvest Portfolio Management, LLC is a state-registered investment adviser that provides discretionary and non-discretionary investment management to individuals, trusts, estates, charitable organizations, and institutional fiduciaries, including professional and corporate trustees. The firm reports approximately $98 million in discretionary assets under management (as of June 23, 2025) and operates with a small advisory team from a single office.

Its investment approach is long-term and fundamentals-oriented, with emphasis on tax awareness and risk management and use of both quantitative and qualitative factors such as valuation, cash flow, and competitive position. Harvest discloses extensive use of large language models (e.g., ChatGPT, Perplexity, Claude, Gemini) to enhance research, while final investment judgment remains the responsibility of the portfolio manager.

Compared with many peers, Harvest’s client mix notably includes institutional fiduciaries and corporate trustee relationships in addition to individual accounts, which can introduce different operational and fiduciary requirements than a purely retail practice. The firm does not charge performance-based fees, typically recommends established custodians (Charles Schwab and Credit Union Trust/Fidelity), and will not vote client proxies unless expressly agreed in writing, which may affect client responsibilities.

Client services

Financial planning Portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Account minimum: $5,000 Minimum fee: $5,000 minimum annual advisory fee Fee-only: Fee-based investment advisory services with no commissions

Most active in

Florida · Michigan · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeanne H

Series 63, Series 65

North Fort Myers, FL

Harvest Portfolio Management, LLC

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.

user avatar

Mark S

Series 63, Series 65, Series 66

Isle Of Palms, SC

Harvest Portfolio Management, LLC

Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Harvest in 2018, he worked at Reliance Trust Company of Delaware and Wells Fargo The Private Bank. Harvest Portfolio Management, LLC manages approximately $98 million in assets for about 76 clients, focusing on portfolio management for individual (non-high-net-worth) clients. The firm serves a diverse client base that includes several institutional types and emphasizes operational controls and regulatory compliance in its services.

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