Ervin Investment Management manages investments for individuals, families, trusts, small pension funds, and charitable foundations. They tailor their services to individual client needs and preferences. Client assets are held at Charles Schwab. Ervin Investment Management focuses on maximizing risk-adjusted returns, differentiating between volatility and the risk of permanently losing capital. They employ a value investing approach, seeking to buy shares of solid companies at favorable prices.
Assets Under Management$240M
Clients102
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$81M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.40% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees are occasionally negotiable for certain client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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