Ceva Advisors provides comprehensive financial planning and investment management services. Financial planning covers cash management, risk management, college planning, retirement planning, investment analysis, and tax planning. Investment management is discretionary, using ETFs, mutual funds, and occasionally individual securities or private placements. Ceva also offers an option to manage digital assets, including cryptocurrency.
Assets Under Management$52M
Clients24
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at Ceva's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...