MVM Advisors provides investment advice to individuals, businesses, and institutions. They manage investment portfolios by recommending investments in mutual funds, exchange-traded funds, and individual stocks. MVM works with clients to determine their investment goals and risk tolerance, then recommends investments accordingly. They also provide asset allocation recommendations to participants in 401(k) plans.
Assets Under Management$18M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $6.0M | 0.35% |
| $6.0M - $7.0M | 0.25% |
| $7.0M - $8.0M | 0.18% |
| $8.0M - $9.0M | 0.18% |
| $9M+ | 0.18% |
Fees are negotiable for clients with assets under management over $9,000,000.00 depending on asset mix and individual needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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