Harvey & Companies manages investment portfolios for clients, focusing on long-term growth and capital appreciation. They help clients make informed financial decisions to achieve financial stability and security. Their services include portfolio management and retirement planning, using a mix of stocks, bonds, ETFs, and mutual funds. They also assist ERISA-qualified retirement plans with fiduciary governance and investment management programs.
Assets Under Management$22M
Clients26
Advisors1
Avg. per Client$840K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
Fees may be negotiable within each tier on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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