Christian Values Investing (CVI) provides financial planning and portfolio management services based on biblical principles. CVI aims to align investments with Christian values by excluding companies involved in activities incompatible with a Christian worldview and highlighting companies that exemplify Christian values in their operations. CVI emphasizes biblical stewardship, recognizing that all property and wealth belong to God and should be managed accordingly.
Assets Under Management$75M
Clients408
Advisors3
Avg. per Client$180K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum portfolio value is generally $50,000. Minimum annual fees may apply. CVI may negotiate special fee arrangements where CVI deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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