Harvey Wealth Management offers investment advice and financial planning to help clients meet their financial goals. They work with individuals, trusts, pension plans, and businesses. As a legally required fiduciary, Harvey Wealth Management aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. They offer Comprehensive Portfolio Management, which includes asset management and financial planning.
Assets Under Management$6.5M
Clients3
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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