Cheviot Value Management (CVM) offers investment management on a discretionary basis, primarily using stocks, bonds, ETFs, and cash equivalents. CVM also provides complimentary financial planning to investment management clients with portfolios of $500,000 or more, or for a separate fee to non-investment management clients. CVM also offers budget coaching services and insurance consultation services through a third party.
Assets Under Management$1.2B
Clients619
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
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% |
Standard fee rate may be negotiable based on a number of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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