Justin Harvey is a CFP, ChFC-designated registered investment advisor at Apm Wealth, based in Portland, OR, with 14 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $33M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fee Estimator
Location
Portland, OR
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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
Justin is the founder and host of the Anesthesia and Pain Management Success Podcast, an educational podcast. He spends a few hours per week on this activity.
Employment History
Current Registrations
Apm Wealth
Previous Registrations
Compass Ion Advisors, LLC
Comprehensive Capital Management, INC.
Mycio Wealth Partners, LLC
State Registrations8 states
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