SVRN Asset Management crafts investment strategies to achieve high returns after fees and taxes, based on your goals and constraints. SVRN identifies major risks to your financial and human capital and recommends ways to mitigate them. SVRN includes financial planning with investment management. SVRN may recommend changes to lower costs or increase the value you obtain from existing financial services.
Assets Under Management$210M
Clients16
Advisors2
Avg. per Client$13M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable, particularly for early clients. For unusually complex cases, SVRN may add a fixed charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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