Tyrone Harvey
Tyrone Harvey is a registered investment advisor at Ameritas Advisory Services, LLC, based in Orlando, FL, with 1 years of industry experience. Tyrone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Orlando, FL
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Tyrone coaches kids at The Master's Academy, dedicating about 10-20% of his time, and is an investment advisor representative (IAR) with Midtown Wealth Management, which is a full-time commitment. He is also an insurance agent with Duvall Financial Group, spending about a quarter of his time, and an owner providing marketing consulting services for Wealth Bridge Tax Advisory Services, LLC, which also takes about a quarter of his time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
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.