Ntv Asset Management, LLC

NTV Asset Management, LLC is a SEC-registered investment adviser established in 2000, located in West Virginia. The firm offers individual portfolio management services on a discretionary and non-discretionary basis, tailoring investment strategies to client needs. They manage assets totaling $907,467,451 on a discretionary basis and $55,911,073 on a non-discretionary basis. The firm also provides complimentary financial planning services covering various areas such as tax, investments, insurance, retirement, and estate planning. For portfolio management services, fees range from 0.20% to 1.00% based on assets under management, with a minimum account size of $1,000,000. NTV may recommend clients establish brokerage accounts with Schwab Institutional for custody and trading services. The firm does not charge separate fees for financial planning services. NTV Asset Management, LLC acts as a fiduciary for ERISA accounts and does not charge performance-based fees. The firm employs various methods of analysis and investment strategies, including long-term and short-term purchases. Clients have the option to grant investment discretion to the firm, allowing them to make trades without prior client approval. NTV votes proxies for client accounts, but clients retain the right to vote proxies themselves. The firm has no reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. NTV does not have custody of client accounts but debits advisory fees directly. The firm has no financial conditions that would impair meeting contractual obligations.