NTV Asset Management offers continuous investment management based on individual client needs, developing a personal investment policy through discussions about goals, risk tolerance, and time horizons. They manage accounts on a discretionary and non-discretionary basis, reviewing portfolios quarterly and rebalancing annually. NTV also provides complimentary financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000. Fixed income services have a different fee schedule: 0.30% on the first $5M, 0.20% on the next $5M, and negotiable over $10M. A recommended minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.