Hugh Riley is a CFA-designated registered investment advisor at F&v Capital Management, L.L.C., based in Boca Raton, FL, with 4 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 132 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
F&V Capital Management's annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 2.50%. The specific fee is determined on a case-by-case basis, considering the size, complexity, and investment objectives of your account. Minimum fees may apply. Some accounts may also pay an incentive fee based on a percentage of net profits above a benchmark return, up to 20%.
Location
2300 Glades Rd, Ste 220W, Boca Raton, FL, 33431-7386
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
F&v Capital Management, L.L.C.
State Registrations1 state
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