SVA Capital Management LLC, based in Arlington, Virginia, provides investment advice tailored to individual client needs and objectives. The firm offers discretionary portfolio management, where Sloan E. Hatfield makes investment decisions on behalf of clients based on their risk tolerance and financial goals. SVA Capital Management LLC may invest client assets in model portfolios with varying degrees of risk tolerance. The firm primarily focuses on fundamental analysis and long-term investments.
Assets Under Management$6.2M
Clients30
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified clients (net worth > $2,100,000 or AUM >= $1,000,000) may opt for a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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