McClain Value Management (MVM) offers investment advice focused on portfolio management and equity research. MVM manages investments using equity strategies like Select Value and Tactical Value, which focus on concentrated, out-of-favor value stocks. MVM also offers a Conservative Income strategy that invests primarily in fixed income mutual funds and ETFs, complemented by income-oriented stocks. MVM provides discretionary asset management services.
Assets Under Management$68M
Clients8
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Schedule is for Equity Strategies. Income Strategy fees are: On the first $10,000,000: 0.40% per annum; On the next $15,000,000: 0.30% per annum; Over $25,000,000: 0.25% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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