LCV Management, LP offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. LCV Management creates an Investment Policy Statement for each client and may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. LCV Management may also act as a subadviser to advisers unaffiliated with LCV Management. LCV Management also provides advice to a private fund.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.