MEV Value LLC
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About
MEV Value LLC is a small independent advisory firm that serves individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm prepares an Investment Policy Statement for each client and provides planning either as part of its advisory relationship or on an hourly basis for non-advised clients.
The firm’s investment process blends fundamental analysis, quantitative techniques, and modern portfolio theory and employs both long-term and short-term trading to implement portfolios; it primarily recommends stocks and ETFs while also using fixed income, real estate funds, TIPS, commodities and annuities when appropriate. MVL generally seeks discretionary authority to execute trades, documents client risk tolerance in the IPS, and maintains a stated allocation policy intended to treat limited investment opportunities equitably across clients.
Compared with many peers, the firm offers performance-based fee arrangements for qualified clients under a high-water-mark framework and may waive asset-based fees when portfolios underperform predetermined benchmarks, practices that are less common among small independent advisors. The firm manages client assets internally without selecting third-party managers, does not participate in wrap fee programs, and notes that its principal maintains an academic appointment as an outside affiliation.
Client services
Expertise
Fee options
1.00% annually on all assets under management
Hourly fees range between $200 and $500 per hour for financial planning services
20.00% performance fee based on capital appreciation for qualified clients with a high water mark; no annual AUM fee charged to these clients
Account minimum: $100,000 for taxable accounts; $50,000 for IRA accounts
Main office
Hudson OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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