Michael Harvill is a registered investment advisor at Wellth Advisory Services, LLC, based in Fort Wayne, IN, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
2200 Lake Ave Suite 100, Fort Wayne, IN, 46805
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is involved with Strategic Retirement Partners, spending about a quarter of his time there. He also has a business entity for tax/investment purposes, is a passive investor in SRP Ventures LLC, and works as a sales representative for FlexMatch, dedicating a few hours per week to each.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Ridgeway & Conger, INC.Broker
Harvill Pension Consultants, INC.
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Washington Square Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.