Lsv Asset Management

CRD#109918
Investment Advisor Firm

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Overview

Lsv Asset Management is a financial advisor firm that has its headquarters in Chicago, Illinois. The firm has $91.1 billion in assets under management over 269 accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). It has an average-sized team, including 14 financial advisors. Lsv Asset Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments like stocks, bonds and options.

Lsv Asset Management manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing to seek the client's permission. The firm's typical account size is $338.7 million. The average advisor at Lsv Asset Management manages about 19 client accounts, making it one of the more individualized firms in the country.

The firm's central office is at 155 North Wacker Drive, Chicago, Illinois 60606. The company is permitted to serve investors across 48 U.S. states and territories.

Assets Under Management

$91.1 billion

Number of Advisors

14

Disclosures

No

Office Location

155 North Wacker Drive
Chicago, IL 60606

Lsv Asset Management by the Numbers

Total Assets Under Management

$91.1 billion

National Average: $8.6 billion
Total Number of Employees

45

National Average: 64
Total Number of Accounts

269

National Average: 375,227
Average Account Size

$338.7 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial management largely depend on which service is offered. Fee types charged by the company can include any combination of the following fee structures: asset-based, performance-based or other. Lsv Asset Management participates in a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The firm manages money for a broad range of clients. It works with investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, sovereign wealth funds and corporations. Out of its 269 clients, Lsv Asset Management's largest client group is corporations. About 19% of its clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 86.62%
  • Charitable Organizations - 13.38%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Lsv Asset Management does not have any disclosures.

Please visit its Form ADV for more details.

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