At Harvard Wealth Management, we believe great advice should be transparent, aligned, and easy to understand. We are a fee-only fiduciary — which means we are paid only by our clients and are legally obligated to act in their best interest at all times.

Our compensation is based solely on the assets we manage for you. We do not charge commissions, hourly fees, or separate financial planning fees.

Our Advisory Fees

Our investment advisory fee is tiered, so as your assets grow, your effective fee declines.

**Fees are billed quarterly in arrears and are calculated based on assets under management.

What’s Included

When you work with Harvard Wealth Management, financial planning is not an add-on — it’s part of the relationship.

You don’t pay extra for planning. You don’t pay by the hour. If we manage your assets, comprehensive financial planning is included.

Investment Management

What We Do Not Charge

Separate Financial Planning Fees