Harvey Fram is a CFA-designated registered investment advisor at Constantia Capital LLC, based in Lawrenceville, NJ, with 12 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are negotiable subject to account size. The schedule shown is for the Large-Cap 130/30 strategy. Performance-based fees are also available for qualified clients.
Fee Estimator
Location
17 Hendrickson Road, Suite 100, Lawrenceville, NJ, 08648
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Constantia Capital LLC
State Registrations2 states
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