Giverny Capital Advisors provides investment management services, primarily managing equity portfolios for individuals, trusts, and other institutions. Giverny Capital Advisors focuses on long-term value investing, selecting companies with durable competitive advantages. Giverny Capital Advisors does not offer financial planning, insurance planning, or estate planning services. The firm is fee-only and does not accept commissions.
Assets Under Management$390M
Clients149
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is negotiable under certain circumstances. Current client relationships may exist where the management fees are higher or lower than the fee listed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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