Giverny Capital Inc. is an investment management firm based in Canada, primarily serving individuals in North America. Giverny manages investment portfolios, mostly consisting of equity securities, using a long-term investment strategy. Giverny does not provide insurance or estate planning. Giverny is a fee-only firm and does not receive commissions.
Assets Under Management$2.7B
Clients5,042
Advisors3
Avg. per Client$540K
Avg. per Advisor$900M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable under certain circumstances. Current client relationships may exist where the management fees are higher or lower than the fee listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...