Ceva Capital LLC, operating as Ceva Advisors, offers comprehensive financial planning and discretionary investment management services to individuals, high-net-worth individuals, trusts, and estates. Ceva Advisors creates personalized financial plans covering cash management, budgeting, risk management, college planning, retirement planning, investment analysis, and tax planning. For investment management, Ceva Advisors builds diversified portfolios primarily using exchange-traded funds and mutual funds, adhering to modern portfolio theory, and may also allocate to private placements or digital assets like cryptocurrency when appropriate. Ceva Advisors manages accounts on a discretionary basis and does not maintain a minimum account size or minimum fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the firm's sole discretion based on factors such as account complexity, asset size, and householding.