TrueAdvisor
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ChFC
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ChFC

Mary Harvey

Valmark Advisers, INC.
34 Years of Experience
Beachwood, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mary Harvey is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Beachwood, OH, with 34 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

26949 Chagrin Blvd., Suite 104, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Mary receives insurance commissions and trails from Anthem, First Colony, and TASC renewals.

Employment History
Current Registrations
Valmark Advisers, INC.
October 2006 - Present · 20 yrs
Valmark Securities, INC.Broker
November 1997 - Present · 28 yrs 11 mos
Valmark Securities, INC.
November 1997 - Present · 28 yrs 11 mos
Previous Registrations
Ascend Financial Services, INC.Broker
February 1994 - December 1997 · 3 yrs 10 mos
Wrp Investments, INC.Broker
August 1992 - February 1994 · 1 yr 6 mos
State Registrations14 states
COFLIAILINMAMINJNVNYOHSCTXWY
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.
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