A complete list of active advisors currently associated with Harvey Wealth Management LLC
Warmer can help you find a great advisor at Harvey Wealth Management LLC or one who fits your needs even better.
Harvey Wealth Management LLC is a single-advisor, registered investment adviser that provides comprehensive portfolio management and financial planning to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and corporations. The firm charges percentage-of-AUM advisory fees for its Comprehensive Portfolio Management service and requires a $100,000 minimum account balance for that program. The firm applies a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and uses strategies such as asset allocation (strategic, dynamic, tactical, and core-satellite), fixed income management, options, structured products, and duration management; portfolios are continuously monitored and rebalanced as appropriate. Clients may grant discretionary authority, and the firm also manages accounts on a non-discretionary basis when requested, obtaining client permission before effecting trades in non-discretionary accounts. Distinctive aspects include the firm’s very small scale (solo adviser with roughly $6.3 million in regulatory AUM and a limited client base) while nonetheless serving institutional-type clients such as pension plans and businesses, and offering occasional educational events or seminars in conjunction with product sponsors. The brochure also notes the firm does not sell commissionable securities in advisory accounts, relies on Schwab as its recommended custodian with associated third‑party services, and discloses the resulting potential conflicts along with procedures to safeguard client assets.
To learn more about the advisors currently working at Harvey Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Redwood City, CA
| 6
|
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