Pmv Capital Advisers, LLC
Assets Under Management
$92.8M
Number of Clients
48
Number of Advisors
3
Average Client AUM
$1.9M
AUM per Advisor
$30.9M
Compensation
Fee-Only (AUM)
About This Firm
PMV Capital Advisers, LLC provides investment management services using proprietary models developed through quantitative investment analysis. The firm manages client accounts based on risk tolerance and investment objectives, primarily using exchange-traded funds (ETFs). They also offer sub-advisory services to other investment advisers.
Fee Structure
The firm charges an annual fee based on a percentage of assets under management. This fee varies between 0.0% and 2.0% and is calculated monthly in arrears. The advisory fee is based on the relationship, assets managed, and services provided, and is negotiated on an individual basis. Some client assets may not incur an annual fee if listed in writing in the client's agreement. Clients may also incur custodial fees and other third-party charges. The firm may also charge an administrative expense in the form of a flat fee payable monthly. The firm generally imposes a minimum portfolio value for its investment management services, but may waive it at its discretion.
Areas of Practice
Location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335