CV Securities Analysis (CVSA) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. CVSA creates an Investment Policy Statement for each client. CVSA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. CVSA does not participate in wrap fee programs.
Assets Under Management$510K
Clients5
Advisors1
Avg. per Client$100K
Avg. per Advisor$510K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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