Intrinsic Value Partners (IVP) offers investment management, financial planning, and consulting services. IVP manages client investment portfolios, primarily allocating assets among individual debt and equity securities and mutual funds. IVP also provides advice on investment products not maintained at their primary custodian, such as variable life insurance and annuity contracts. IVP tailors its advisory services to meet the needs of its individual clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The investment management fee charged by IVP does not include any fees charged by Independent Investment Managers for their services provided to clients. The fee assessed by IVP for portions of the client account managed by Independent Managers shall be increased by the amount of the Independent Manager’s fee. The maximum fee charged by Independent Managers is .25% (25 basis points). IVP, in its sole discretion, may negotiate to charge a lesser fee.