F&V Capital Management provides investment advice and manages portfolios for individuals, high net worth individuals, corporations, and trusts. They create investment policies based on client goals and manage portfolios accordingly. They also offer financial planning services free of charge, assessing a client's financial situation and making recommendations on strategies that align with their goals and risk profile.
Fee Structure
F&V Capital Management's annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 2.50%. The specific fee is determined on a case-by-case basis, considering the size, complexity, and investment objectives of your account. Minimum fees may apply. Some accounts may also pay an incentive fee based on a percentage of net profits above a benchmark return, up to 20%.