Matthew Storm is a registered investment advisor at Cv Advisors LLC, based in Aventura, FL, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 134 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.70% |
| $50.0M - $75.0M | 0.65% |
| $75.0M - $100.0M | 0.60% |
| $100.0M - $125.0M | 0.55% |
| $125.0M - $150.0M | 0.50% |
| $150.0M - $175.0M | 0.45% |
| $175.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees are negotiable in some instances based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors including the nature of the Client’s objectives as articulated in the Investment Policy Statement.
Fee Estimator
Location
19495 Biscayne Boulevard, Suite Ph1, Aventura, FL, 33180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a writer and managing member of The Last Roman LLC since 2015, a non-investment related entity. He is also a member of DMSSZ Ventures LLC and DMS Ventures LLC, both investment-related holding companies, dedicating minimal time to each.
Employment History
Current Registrations
Cv Advisors LLC
State Registrations1 state
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