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The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"DISCLOSURE BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Harvest use?","answer":"Financial Harvest’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $553M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Harvest have?","answer":"Financial Harvest has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Harvest invest in?","answer":"At the end of its last fiscal year, Financial Harvest’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Harvest?","answer":"Financial Harvest’s direct owners are David Witter and Nancy Witter, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Harvest get paid?","answer":"Financial Harvest is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}