Cheviot Value Management is an independent wealth management firm based in Beverly Hills, California, providing continuous investment management and personalized financial planning. Founded in 1974, the firm utilizes a value-oriented investment discipline, building diversified portfolios primarily composed of individual stocks, bonds, exchange-traded funds, and cash equivalents. Cheviot Value Management tailors its strategies to individual client objectives, employing tactical asset allocation, defensive positioning, and concentrated portfolios when appropriate. In addition to portfolio management, the firm offers complimentary financial planning for accounts starting at $500,000, covering retirement planning, tax reviews, estate planning, and cash flow analysis. Cheviot Value Management also provides standalone financial planning, budget coaching, and insurance consultation services for clients who do not meet the investment management minimum. The firm serves individuals, high-net-worth families, trusts, estates, and retirement plan participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees may be negotiable based on grandfathered accounts, related accounts, and special situations. Household accounts are aggregated for fee calculations.