MEV Value provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Huaiyu Chen leads MEV Value, utilizing fundamental analysis, quantitative analysis, and modern portfolio theory to build diversified portfolios primarily consisting of stocks and exchange-traded funds. MEV Value offers two portfolio management fee options: a standard annual fee based on a percentage of your portfolio, or a performance-based fee for qualified clients that charges a percentage of capital gains with a high-water mark. Financial planning is generally provided at no additional cost for clients who have their portfolios managed by MEV Value, though hourly fees may apply for extensive projects. MEV Value works closely with individuals and high-net-worth clients, maintaining account minimums for taxable and retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee is 1.00% of all assets, and fees are generally negotiable. Qualified clients may choose a 20.00% performance-based fee instead of the standard asset-based fee.