Mark T. Harvey Investments provides financial planning and investment advisory services. Financial planning covers topics like taxation, insurance, real estate, and estate planning. Investment advisory services include coaching and education on investments, market analysis, and asset allocation. Clients make the final decisions on investments, and Mark T. Harvey Investments places trades with client consent.
Assets Under Management$2.5M
Clients30
Advisors1
Avg. per Client$83K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. If investments are made in products that pay Mark T. Harvey Investments commissions, the assets are not included when calculating the advisory service fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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