Harvest Portfolio Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,000,000
Clients
89
Advisors
2
across 2 offices
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
Fee options
$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%
Account minimum: $5,000 Minimum fee: $5,000 minimum annual advisory fee Fee-only: Fee-based investment advisory services with no commissions
Main office
See officeIsle of Palms SC
Advisors at this office
1
Offices (2)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Mark S
Series 63, Series 66, Series 65
Isle of Palms, SC
Harvest Portfolio Management, LLC
Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 26 years of industry experience. He has held positions at Harvest Portfolio Management since 2018 and previously worked at Reliance Trust Company of Delaware from 2016 to 2018. He holds the Series 63, Series 65, and Series 66 credentials. Harvest Portfolio Management, LLC is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm employs a long-term, fundamentals-oriented investment approach that incorporates tax awareness, risk management, and both quantitative and qualitative factors, while utilizing large language models to support research.
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