Harvey Jenkins is a registered investment advisor at Altamont Capital Management, based in Asheville, NC, with 9 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 163 clients with $410M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.60% |
Fees include Savant Wealth Management's fees, which range from 0.50% to 0.30% depending on the account value. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Location
100 Coxe Avenue, Asheville, NC, 28801
Get directionsHistory
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 spends nearly all of his time working at Gould Killian CPA Group, P.A., a non-investment related activity. He has been with the company since 1978.
Employment History
Current Registrations
Altamont Capital Management
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.