Guinea Value Investments (GVI) offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. GVI creates an Investment Policy Statement for each client. GVI generally limits its investment advice to fixed income securities, equities and ETFs, although GVI primarily recommends equities. GVI requires authority to make trades without asking first. GVI seeks fair and equitable allocation of investment opportunities/transactions among its clients.
Assets Under Management$21M
Clients23
Advisors1
Avg. per Client$890K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified Clients will pay an annual fee of 0% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...