Ronald Harvey is a registered investment advisor at Harvey & Companies, INC., based in St. Petersburg, FL, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26 clients with $22M 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 $5.0M | 2.00% |
| $5M+ | 1.50% |
Fees may be negotiable within each tier on a client-by-client basis.
Fee Estimator
Location
146 Second Street North, Suite #104, St. Petersburg, FL, 33701
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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
Ronald works as a third party administrator for qualified plans. This activity is not investment or insurance related.
Employment History
Current Registrations
Harvey & Companies, INC.
Previous Registrations
Avant-Garde Advisors LLC
Fortress Investment Advisors
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.