Giverny Capital Asset Management (GCAM) offers investment management services, focusing on managing investment portfolios, primarily with equity securities, using a long-term investment strategy. GCAM does not offer financial planning, insurance planning, estate planning, or other consulting services. GCAM is a fee-only firm and does not take custody of client assets.
Assets Under Management$500M
Clients272
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$500M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.60% |
The firm may charge a lesser or greater fee than stated in the schedule based upon mutual agreement with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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