Overview
- Total Firm Assets
- $270 million
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
Fee Disclosure
Source: ERVIN INVESTMENT MANAGEMENT BROCHURE (2025-03-31)
· View brochure text
Latest filing: ERVIN INVESTMENT MANAGEMENT BROCHURE (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $4,000,000 | 0.40% |
| $4,000,001 | $10,000,000 | 0.20% |
| $10,000,001 | and above | 0.10% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $4,000 | 0.40% |
| $5 million | $18,000 | 0.36% |
| $10 million | $28,000 | 0.28% |
| $50 million | $68,000 | 0.14% |
| $100 million | $118,000 | 0.12% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 95.43%
- Number of High-Net-Worth Clients
- 55
- Total Client Accounts
- 324
- Discretionary Accounts
- 311
- Non-Discretionary Accounts
- 13
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 299739
- ERVIN INVESTMENT MANAGEMENT BROCHURE (2026-03-27) · View brochure text
- ERVIN INVESTMENT MANAGEMENT BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗