Harvey Radler is a registered investment advisor at Fusion Family Wealth, LLC, based in Woodbury, NY, with 7 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 368 clients with $1.4B 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 $3.0M | 1.10% |
| $3.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Client accounts will be aggregated by household for billing purposes. Non-managed assets are assessed a reporting service fee of 0.02%.
Fee Estimator
Location
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY, 11797
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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
Harvey is the secretary of Atlantic Golf Club and the vice president of 870 Fifth Avenue Corporation. These activities require minimal time.
Employment History
Current Registrations
Fusion Family Wealth, LLC
Previous Registrations
Morgan Stanley
State Registrations1 state
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