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Harvey Dekrafft
38 Years of Experience
Voorhees, NJ
1 DisclosureBroker
Harvey Dekrafft is a registered investment advisor at Legacy Investment Advisors, LLC, based in Voorhees, NJ, with 38 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 59 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
59 clients
Average Client Portfolio
$458K average
Assets Under Management
$27.0M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
603 Sheppard Road, Voorhees, NJ, 08043
Get directionsHistory
Regulatory History (1)
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Regulatory
July 1998Final
Employment History
Current Registrations
Legacy Investment Advisors, LLC
January 2021 - Present · 5 yrs 3 mos
Sturdivant & CO. INCBroker
October 1989 - Present · 36 yrs 6 mos
Previous Registrations
Atlantic Equity Research, LLC
February 2016 - December 2017 · 1 yr 10 mos
Legacy Investment Advisors, LLC
January 2016 - December 2020 · 4 yrs 11 mos
Atlantic Equity Research, LLC
June 2015 - December 2015 · 6 mos
Legacy Investment Advisors, LLC
June 2011 - December 2015 · 4 yrs 6 mos
Legacy Investment Advisors, LLC
July 2007 - December 2008 · 1 yr 5 mos
Pryor, Govan Counts & CO., INC.Broker
November 1986 - May 1989 · 2 yrs 6 mos
State Registrations3 states
FLNJPA
AdvisorBrokerBoth
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
No exam information available for this advisor.