Qsv Equity Investors LLC
Assets Under Management
$113.3M
Number of Clients
19
Number of Advisors
3
Avg. Portfolio per Client
$6.0M
Avg. Managed per Advisor
$37.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
QSV Equity Investors offers investment management services, managing stock portfolios using three different strategies: mid-cap, small-cap, and a select portfolio of their best ideas. They work with clients to set investment goals and manage accounts with discretion, considering any reasonable restrictions clients impose. QSV's strategies are also available as models through SMArtX Advisory LLC and Vestmark Advisory Solutions, Inc.
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
DE, United States