LCV Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$46,686,394
Total clients
24
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,945,266
Client services
Financial planning
Portfolio management
Fee options
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.60% $2,500,001 - $3,500,000: 0.50% $3,500,001+: 0.30%
$250 per hour for Hourly Financial Planning (two-hour minimum)
$250 per month recurring fee for Comprehensive Financial Planning (negotiable)
Minimum fee: Initial $1,000 for Comprehensive Financial Planning (may be reduced or waived at discretion) Fee-only: Comprehensive Financial Planning: $250 per month (fixed recurring fee, negotiable); Hourly Financial Planning: $250/hour (two-hour minimum, non-negotiable)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
LCV Advisors LLC
Johns Island SC, United States
Number of offices
1
Forms ADV
Quick links
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