Stilwell Value LLC

Fee-Only (% of Portfolio)

Stilwell Value LLC manages investment funds that invest in publicly traded financial institutions and related businesses. Stilwell may pursue activist shareholder agendas. The firm does not tailor its services to individual needs and generally does not accept investor-imposed restrictions. Stilwell's services include developing investment strategies, asset allocation, and portfolio management.

Assets Under Management$270M
Clients5
AdvisorsN/A
Avg. per Client$55M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Stilwell Value LLC | TrueAdvisor