Harvey Capital Management provides customized investment management services to high net-worth individuals, including trusts, estates, retirement accounts, and business entities. They develop tailored investment strategies to help clients meet their financial goals. The firm has been in business since 1996 and is based in Palm Beach, Florida. They manage investments with the goal of client satisfaction and long-term relationships.
Assets Under Management$520M
Clients173
Advisors3
Avg. per Client$3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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