Expected Value Management LLC

RIASEC Registered

Total AUM

$42M

Discretionary

$14.9M

35% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 308043
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: HNWI89.21%
Pooled Investment Vehicles9.04%
Individuals1.73%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Expected Value Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm caters to both individual and family clients as well as institutional investors. With a diverse fee structure that includes a percentage of assets under management, hourly charges, subscription fees, fixed fees, and performance-based fees, the firm aims to accommodate various client needs. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser or a pension consultant.