Value Holdings Management CO. LLC

Fee-Only (% of Portfolio)

Value Holdings Management Co. LLC provides investment management services to private investment vehicles (Funds) offered exclusively to sophisticated investors who are accredited and qualified clients. The firm does not specialize in any particular type of advisory service. The firm's primary investment objective is capital preservation and long-term capital appreciation.

Assets Under Management$690M
Clients2
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Value Holdings Management CO. LLC | TrueAdvisor