Chanakya Business Ventures LLC (CBV) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. CBV creates an Investment Policy Statement for each client and may use model allocations with specific recommendations based on client needs and restrictions. CBV primarily recommends equities and options, but may use other securities to diversify portfolios. CBV does not participate in wrap fee programs.
Assets Under Management$11M
Clients66
Advisors1
Avg. per Client$170K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are negotiable. Qualified clients pay an annual fee of 1.50% of assets under management along with a 10.00% performance fee based on capital appreciation above the S&P 500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...