Deerview Asset Management is a sole proprietorship that aims for above-average long-term returns by investing in stocks and bonds. The mix of stocks and bonds is customized to each client's income needs and risk tolerance. Deerview uses a value-based investment style, focusing on company fundamentals and long-term investments. They manage investments on a discretionary basis for high-net-worth individuals, trusts, and IRAs.
Assets Under Management$48M
Clients10
AdvisorsN/A
Avg. per Client$4.8M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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