Cv Advisors LLC

CV Advisors LLC, established in March 2009 and registered with the SEC since August 2012, is a boutique asset management firm based in Aventura, Florida. The firm specializes in providing investment advisory services to high-net-worth individuals, families, trusts, and various entities. They offer both discretionary and non-discretionary investment services, focusing on asset allocation analysis, security selection, and portfolio monitoring. The firm's investment strategies include fixed income securities, ETFs, equity securities, private equity funds, and alternative investments. Clients typically pay an annual advisory fee based on a percentage of assets under management, ranging from 0.35% to 0.70%, with a minimum annual fee of $250,000. CV Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm has not been involved in any legal or disciplinary events. Clients have the option to invest in affiliated private pooled investment vehicles, with a minimum investment of $100,000. CV Advisors does not have custody of client funds but provides ongoing monitoring and reporting of client portfolios. The firm does not receive compensation for client referrals and has established proxy voting policies and procedures. CV Advisors maintains financial stability and has not faced any bankruptcy petitions.