Timothy Harvey
Timothy Harvey is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Springfield, MI, with 24 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
218 N. Helmer Road, Springfield, MI, 49037
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Timothy is a partner in Vison Retreat Homes, an investment or commercial property, since 2020. He also owns Timothy Harvey's Insurance Agency, an insurance agency affiliated with State Farm, since 2016, dedicating about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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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