EULAV Asset Management (EAM) manages the Value Line Funds, a family of mutual funds. EAM also offers investment services to private and institutional clients through Separately Managed Accounts (SMAs) and provides models to Envestnet and SMArtX Advisory Solutions. EAM utilizes Value Line's proprietary research and ranking systems in its investment strategies. EAM also acts as an ETF Index provider.
Assets Under Management$4.9B
Clients7
AdvisorsN/A
Avg. per Client$700M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fee is for Separately Managed Accounts (SMAs). Fees may be higher through brokers or platforms like Envestnet due to their additional charges.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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