Maverick Value, LLC offers investment management services, focusing on a concentrated investment strategy. They invest in a limited number of equity positions they believe are undervalued by the market. Advisory services are not tailored to individual needs, aiming to manage all client accounts similarly. Client assets are held at a qualified custodian, and Maverick Value manages the assets under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be waived or reduced for certain family accounts or at the discretion of Maverick Value. For those clients that have a significant, deemed to be $20,000 or greater, withdraw of assets or contribute additional assets into their account during the year, the monthly fee will be adjusted based on the value of the account at the end of the month following the withdrawal or addition of assets.