CV Advisors is an independent multi-family office that provides investment advisory services to high-net-worth individuals, families, trusts, estates, foundations, endowments, charitable organizations, corporations, or other qualified entities. CV Advisors works with clients to define investment objectives and implement an investment process. Services include asset allocation analysis, instrument and security selection, performance reporting, and portfolio monitoring. CV Advisors provides advisory services on both a non-discretionary or discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.70% |
| $50.0M - $75.0M | 0.65% |
| $75.0M - $100.0M | 0.60% |
| $100.0M - $125.0M | 0.55% |
| $125.0M - $150.0M | 0.50% |
| $150.0M - $175.0M | 0.45% |
| $175.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees are negotiable in some instances based upon the types of assets included in a Client’s portfolio, the complexity and size of the portfolio, the services to be provided, and other factors including the nature of the Client’s objectives as articulated in the Investment Policy Statement.