Brian Harvey
Brian Harvey is a CFA-designated registered investment advisor at Jackson Creek Investment Advisors LLC, based in Castle Rock, CO, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 21 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian serves on the board of directors for Real Colorado, a youth soccer club, and as a director for Real Weld Metropolitan District, an organization offering youth recreational sports programs. Both roles are uncompensated and take a few hours per week each.
Employment History
Current Registrations
Jackson Creek Investment Advisors LLC
State Registrations1 state
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