Joshua Jevne is a registered investment advisor at Harvey Investment Company, LLC, based in Louisville, KY, with 15 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 181 clients with $940M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee for Harvey Focus Portfolios is 1% regardless of asset value. Fees may be negotiable.
Fee Estimator
Location
297 North Hubbards Lane, Suite 102, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harvey Investment Company, LLC
State Registrations1 state
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