Harvey Investment Company manages investment portfolios for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm primarily uses fundamental analysis and long-term and short-term purchase strategies, focusing on equity and balanced portfolios containing stocks and fixed income securities like municipal or government bonds. Clients can also participate in Harvey Focus Portfolios, which concentrate investments in a smaller group of medium-sized companies. Harvey Investment Company offers both discretionary asset management, where they make trades on your behalf without asking first, and limited non-discretionary services where you approve recommendations. The firm does not provide legal, tax, or accounting advice. Principal ownership includes WT Acquisition, LLC, and Samuel Harvey, with HighTower Holding, LLC as the ultimate owner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Harvey Focus Portfolios charge a flat 1% fee regardless of total assets. Fees may be negotiated based on account composition, complexity, and family relationships.