Chasing Value Asset Management (CVAM) manages investment funds for accredited investors and individual brokerage accounts. CVAM uses a value investing strategy developed by its principal, Sheldon Liber. This strategy focuses on identifying investments trading below their intrinsic value. CVAM employs similar strategies for publicly traded securities and private equity investments. CVAM also offers hourly consultations and publishes a quarterly newsletter and online blog.
Assets Under Management$21M
Clients18
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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