Harvey Dash
Harvey Dash is a registered investment advisor at State Farm Investment Management CORP., based in Cinnaminson Twp, NJ, with 36 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
2010 New Albany Road, Cinnaminson Twp, NJ, 08077-3535
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2016Customer Dispute
September 2008Customer Dispute
August 2006Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Harvey is an agent team member at Kevin Coan's Insurance Agency, servicing customers at two locations. This activity, involving State Farm insurance products, takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Investment Professionals, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Commerce Capital Markets, INC.Broker
Commerce Capital Markets, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Mds Securities IncorporatedBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Sun Investment Services CompanyBroker
Equity Services, INC.Broker
State Registrations1 state
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.