Compound Value Advisers (CVA) provides financial planning and investment management services tailored to each client's goals, time horizon, and risk tolerance. CVA creates an investment strategy and manages portfolios using low-cost index mutual funds and exchange-traded funds (ETFs). CVA also offers business consulting and appraisal services to small business clients. CVA may offer commission-free insurance and annuity products to clients where appropriate.
Assets Under Management$25M
Clients24
Advisors1
Avg. per Client$1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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