Harvest Investment Services, Llc
1 TRANSAM PLAZA DRIVE, Oakbrook Terrace, Illinois 60181-4285
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
client agreement. Harvest Investments only sells class 2 of the Fund, which charges 1% in internal fees and is not shared with Harvest Investments. Types of Investments We primarily offer advice on equity securities (stocks), exchange-traded funds (ETFs) and mutual funds. Additional
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.