American Values Investments, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
American Values Investments, Inc. provides "American Values Stock Portfolio" models to financial service providers and equity (stock) research services. They offer three American Values Portfolio models, each containing only American Values Stocks, companies that reflect Christian values.
Fee Structure
Financial Planning:Investment management only
As a sub-advisor, fees are based on asset size and range up to 0.60% per year, depending on the negotiated agreement with each investment firm. The fee for a research subscription starts at $200 per month and can be over $1000 per month depending upon the situation.
Areas of Practice
Investment ManagementSocially Responsible Investing
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Location
198 Suncrest St., Gray, TN, 37615