Harvey Hutchinson is a registered investment advisor at Farther, based in Glen Allen, VA, with 34 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 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
5243 Hickory Park Drive, Suite C, Glen Allen, VA, 23059
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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 ActivitiesSells Insurance
Harvey is the president and 100% owner of Hutchinson Financial Advisors, Inc., managing client investment accounts and providing planning services. He also works as an insurance agent selling life insurance, fixed insurance products, and annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Farther
Previous Registrations
World Equity Group, INC.Broker
Hutchinson Financial Advisors, INC
Waterstone Financial Group, INC.Broker
Waddell & Reed, INC.Broker
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.