Water Valley Investment Advisors (WVIA) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WVIA creates an Investment Policy Statement for each client and constructs a plan to select a suitable portfolio. WVIA generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs, although WVIA primarily recommends mutual funds. WVIA may use other securities as well to help diversify a portfolio when applicable.
Assets Under Management$140M
Clients151
Advisors4
Avg. per Client$930K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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