Jeffrey Harvey
Jeffrey Harvey is a registered investment advisor at Rockefeller Capital Management, based in Conshohocken, PA, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.
Fee Estimator
Location
One Tower Bridge, 100 Front Street, Suite 1325, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Jeffrey is co-producing a three-season mini-series on the Apostle Paul and the Book of Acts, starting in December 2023. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 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.
Exams
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