Shayna Harvey
Shayna Harvey is a CFP, ChFC-designated registered investment advisor at Insight Total Stewardship, based in Havertown, PA, with 25 years of industry experience. Shayna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 183 clients with $20M 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 | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.05% |
| $1M+ | 0.90% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For assets held away, the fees are: - **$0-$99,999** — 0.75% per year - **$100,000-$249,999** — 0.675% per year - **$250,000-$499,999** — 0.60% per year - **$500,000-$999,999** — 0.525% per year - **$1,000,000 and up** — 0.45% per year
Fee Estimator
Location
525 West Chester Pike, Suite 312, Havertown, PA, 19083
Get directionsHistory
Regulatory History (2)
Regulatory
November 2021Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Shayna volunteers for the Institute for Financial Success and is also the program director, dedicating a few hours per week. She owns The Insight Insurance Group, selling insurance to financial planning clients, and Shaylear Financial, LLC, which focuses on buy and hold rental real estate, dedicating minimal time to each. Shayna is also the President of Wealth Management/Partner at JE Cohen & Co., dedicating about a quarter of her time.
Employment History
Current Registrations
Insight Total Stewardship
Previous Registrations
Simon Capital Management
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.