Minerva Advisors LLC

Fee-Only (% of Portfolio)

Minerva Advisors provides investment advice through separately managed accounts and to the Minerva Group, L.P. Fund. Minerva focuses on small-cap value investing in equity securities, tailoring the strategy to client needs and risk tolerance. The firm evaluates companies using fundamental research, analyzing financial statements and engaging with management. A minimum of $5,000,000 is required for new separate accounts.

Assets Under Management$310M
Clients7
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5M+0.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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