Scott Harvey
Scott Harvey is a registered investment advisor at LPL Enterprise, LLC, based in Bedminster, NJ, with 31 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
135 Us Highway 202/206, Suite 3, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2022Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Securevest Financial GroupBroker
J.P. Morgan Institutional Investments INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Financial Northeastern Securities, INC.Broker
Janney Montgomery Scott INC.Broker
Commonwealth Institutional Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations3 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.
Exams
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