Harvey Smith
Harvey Smith is a registered investment advisor at Birmingham Capital Management CO INC, based in Birmingham, AL, with 33 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 162 clients with $320M 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 | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable depending on the circumstances of each individual case.
Fee Estimator
Location
2 Perimeter Park South, Suite 235-East, Birmingham, AL, 35243-3253
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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 →Employment History
Current Registrations
Birmingham Capital Management CO INC
State Registrations1 state
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