Gavin Harsh is a registered investment advisor at Harsh Wealth Management LLC, based in Bartley, NE, with 1 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Harsh Wealth Management (HWM) manages your investments for a fee based on the amount of your portfolio. The annual fee is charged quarterly.
Basic Service Package
- Up to $99,999: 2.00% per year
- $100,000 to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable
Essential Service Package
- Up to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable *Minimum account size is $100,000
Premier Service Package
- Up to $4,999,999: 1.00% per year
- $5,000,000 and above: Negotiable *Minimum account size is $1,000,000
Location
Bartley, NE
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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
Gavin is a co-owner/operator of an agricultural business since 2017. This takes about half of his time overall, with about 10-20% of his time spent during securities trading hours.
Employment History
Current Registrations
Harsh Wealth Management LLC
State Registrations1 state
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