Anvik Advisers manages investments for individuals, pension plans, trusts, estates, and businesses. Anvik invests in stocks they believe are undervalued and uses strategies like covered call options to generate income. They may also invest in exchange traded funds. Anvik aims to maximize returns through capital appreciation and income generation.
Assets Under Management$27M
Clients6
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee for managing bond positions is 0.40% per annum. Management fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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