Harvey Capital Management Inc

Harvey Capital Management, Inc. is an independent investment advisory firm established in 1996 and registered with the SEC. Based in Palm Beach, Florida, the firm specializes in providing tailored investment strategies for high net-worth individuals, trusts, estates, retirement accounts, and more. The firm offers discretionary investment management services, allowing them to manage client portfolios without constant approval. Clients are required to enter into an Investment Management Agreement, with a minimum annual fee of $3,000. The firm charges investment management fees based on the market value of the account, with an annualized fee starting at 1.00% for the first $2,000,000. The minimum initial investment is typically $1 million but may be waived at the firm's discretion. Harvey Capital Management uses fundamental and technical analysis for investment decisions and offers various investment strategies based on client objectives, including growth, income, and balanced portfolios. The firm emphasizes personalized service and long-term client relationships. Clients have the option to direct brokerage practices and custody of assets, with Fidelity recommended as a custodian. The firm does not charge performance-based fees, and the investment team has no disciplinary events. The firm's investment advisors hold relevant qualifications and adhere to a Code of Ethics. Clients receive regular account reviews and have the option for discretionary investment management.