Firm
LCV Advisors
Johns Island, South Carolina
Fee-only
LCV Advisors at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 24 individual clients, 15 of them high net worth.
- Its average account is about $631,000 (assets it manages divided by its 74 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Johns Island, South Carolina |
|---|---|
| Website | lcvadvisors.com |
| Phone | (847) 574-8645 |
LCV Advisors fees
LCV Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 9 |
| High-net-worth clients | 15 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 287457 |