LVM Capital Management provides wealth management services that combine investment management and personalized financial planning. LVM designs investment portfolios tailored to each client's specific needs, risk tolerance, and goals, using a fundamental approach that emphasizes traditional valuation measures. Financial planning services include analyzing financial data, optimizing account structures, and developing income tax and estate tax strategies. LVM also offers specialized investment strategies, such as dividend or quantitative stock models, and assists with reviews of partnerships, insurance, and annuities upon request. While LVM typically requires a minimum of $1,000,000 in assets to establish a relationship, exceptions are sometimes made based on family relationships or account interrelationships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Other fee arrangements, such as fixed or hourly fees, may be negotiated for financial planning.
