LVR Research, LLC offers investment advice tailored to individual client needs. Services include portfolio management, portfolio consulting, and financial planning. For portfolio management, LVR Research creates customized investment portfolios, monitors performance, and rebalances as needed. Portfolio consulting involves risk assessment and asset allocation recommendations. Financial planning covers a range of advisory services to manage financial resources.
Assets Under Management$20M
Clients8
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...