Harborvest, LLC

Harborvest, LLC (CRD# 169948) is a financial advisory firm headquartered in Charleston, SC. They manage $550,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Harborvest, LLC
Showing 1 - 1 of 1 top financial advisors.
Elizabeth M. Johnson
CRD#: 3090399
105 Wappoo Creek Drive, Ste 1-a 2nd Floor, Charleston, SC 29412

Elizabeth Johnson (CRD# 3090399) is an Investment Advisor Representative working at Harborvest, LLC in Charleston, SC and has over 4 years of experience in the finance industry.

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