SVN Global offers investment advisory services to high-net-worth individuals, families, estates, trusts, endowments, foundations, charitable organizations, corporations, and other qualified entities. SVN Global helps clients define investment objectives and designs and implements investment strategies to achieve those objectives. Clients are advised on asset allocation strategies and investment policy statements.
Fee Structure
SVN Global charges an advisory fee, typically ranging from 0.75% to 1.5% of the value of your portfolio annually. The specific fee is established in your investment advisory agreement. Fees are billed quarterly in advance, based on the market value of your portfolio. There may be a minimum annual advisory fee. For smaller accounts, SVN Global can impose a minimum fee threshold of $500 per quarter or negotiate a flat fee.