Harvey Investment Company offers investment management services, primarily discretionary asset management using equity and balanced portfolios. They gather information about clients' financial situations, objectives, and risk tolerance to implement an investment strategy. Harvey also offers participation in Harvey Focus Portfolios, which invest in medium-sized companies. They do not provide legal, tax, or accounting advice. Some clients may be involved in wrap fee arrangements with brokerage firms.
Assets Under Management$940M
Clients181
Advisors4
Avg. per Client$5.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee for Harvey Focus Portfolios is 1% regardless of asset value. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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