Matthew Harvey
Matthew Harvey is a registered investment advisor at Osaic Wealth, INC., based in Valparaiso, IN, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
602 E Lincolnway, Valparaiso, IN, 46383
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Matthew is the CEO of Harvey Wealth Management, LLC, dedicating minimal time to handling overhead expenses. He also serves as Treasurer for Valparaiso Country Club, spending minimal time reviewing the club's financial condition and assisting in board decisions.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations8 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.