Financial Expert: Harvey Capital Management Inc.
Harvey Capital Management Inc. is a financial consulting firm that provides expert advice to individuals and businesses on managing their finances. With years of experience in the financial industry, the team at Harvey Capital Management Inc. is dedicated to helping clients achieve their financial goals through tailored strategies and personalized service.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and guidance
- Creates personalized strategies based on client’s financial goals
- Provides ongoing support and monitoring of investments
- Ensures transparency and communication with clients
Facts and Insights:
Harvey Capital Management Inc. has been in business for 10 years and has managed over $100 million in assets for their clients. Their team of highly-trained advisors have experience in various aspects of finance, including investment management, retirement planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | 10 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Solutions
- Business Financial Planning
Client Types:
Harvey Capital Management Inc. works with a diverse range of clients, including individuals, families, and businesses, to help them achieve their financial goals. They also cater to clients of varying income levels and financial needs, making their services accessible to a wide audience.
Fees & Compensation:
Harvey Capital Management Inc. operates on a fee-only basis, meaning they do not receive any commissions or incentives from financial products or investments. This ensures that their recommendations are always in the best interest of their clients. Fees are based on the services provided and are discussed and agreed upon with the client before any work is done.
Background:
Founded in 2010, Harvey Capital Management Inc. has quickly grown to become a reputable and trusted financial consulting firm. They are dedicated to providing personalized and comprehensive financial services to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know:
Harvey Capital Management Inc.’s advisors are registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). They are also required to follow strict standards and ethical guidelines set by the SEC and are subject to regular audits and oversight.