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LSV Asset Management Review

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LSV Asset Management

LSV Asset Management is a fee-based financial advisor firm that mainly caters to institutional clients. Though it does business with a small number of high-net-worth clients, this is not the firm’s primary business. If you are looking for an advisor firm that caters to individual clients, consider finding one with SmartAsset’s free financial advisor matching service.

The Chicago-based firm has more than $105 billion in assets under management.

LSV Asset Management Background

LSV was founded in 1994. The majority of the firm is owned by a partnership between the management and the firm’s retired employee partners. SEI Funds, Inc., a wholly-owned subsidiary of SEI Investments Company, holds a minority position. 

What Types of Clients Does LSV Asset Management Accept?

The firm mostly works with institutional clients, including investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, state or municipal government entities, sovereign wealth funds and corporations. 

LSV Asset Management  Minimum Account Sizes

The minimum account size varies based on the services provided and the type of client, but is generally between $10 million and $100 million.

Services Offered by LSV Asset Management 

The following services are available through LSV:

Investment Philosophy

LSV’s website says that the firm looks to create superior long-term results through systematically exploiting judgemental bases and behavioral weaknesses that impact many investors when making decisions. The firm uses a quantitative investment model to pick undervalued stocks it believes will provide superior growth in the future.

Fees Under LSV Asset Management 

Fees at LSV are generally based on a percentage of assets under management. The exact schedule depends on the type of investments, as follows:

U.S. Small Cap Value

Assets Fee
First $25 million 0.75%
Next $25 million 0.65%
Amount over $50 million 0.55%


U.S. Small/Mid Cap Value

Assets Fee
First $25 million 0.70%
Next $25 million 0.60%
Amount over $50 million 0.50%


U.S. Mid Cap Value

Assets Fee
First $25 million 0.65%
Next $25 million 0.55%
Amount over $50 million 0.45%

U.S. Large Cap Value

Assets Fee
First $25 million 0.60%
Next $25 million 0.50%
Next $50 million 0.40%
Next $100 million 0.35%
Amount over $200 million 0.30%


Europe Value/Global Value/Japan Large Cap Value Equity/International Large Cap Value

Assets Fee
First $25 million 0.75%
Next $25 million 0.65%
Next $50 million 0.55%
Amount over $100 million 0.45%


U.S. Enhanced Index

Assets Fee
First $100 million 0.30%
Next $300 million 0.25%
Amount over $400 million 0.20%


Canadian All Cap Value

Assets Fee
First C$50 million 0.50%
Next C$50 million 0.40%
Amount over C$100 million 0.35%


Global Concentrated Value Equity/International Concentrated Value Equity/Global Small Cap Value/Europe Small Cap Value Equity/Japan Small Cap Value Equity/Australie Small Cap Value Equity/Canada Small Cap Value Equity/International Small Cap Value Equity

Assets Fee
First $25 million 1.00%
Next $25 million 0.90%
Amount over $50 million 0.80%

U.S. Managed Volatility

Assets Fee
First $50 million 0.40%
Next $50 million 0.35%
Next $100 million 0.30%
Amount over $200 million 0.25%


Global Managed Volatility/International Managed Volatility

Assets Fee
First $50 million 0.50%
Next $50 million 0.40%
Next $100 million 0.35%
Amount over $200 million 0.30%


ACWI Managed Volatility

Assets Fee
First $50 million 0.55%
Next $50 million 0.45%
Next $100 million 0.40%
Amount over $200 million 0.35%


Emerging Markets

Assets Fee
All Assets 1.00%


U.S. Large Cap Value 130/30
 

Assets Fee
First $25 million 1.00%
Next $25 million 0.80%
Next $50 million 0.65%
Amount over $100 million 0.50%

 

U.S. Micro Cap Value/Enhanced Hedged Equity/Emerging Markets Small Cap

Assets Fee
All Assets 1.25%

Global Value Equity (ACWI)/International Large Cap Value Equity (ACWI Ex US)

Assets Fee
First $25 million 0.80%
Next $25 million 0.725%
Next $100 million 0.625%
Amount over $150 million 0.525%


Frontier Markets Equity

Assets Fee
All Assets 1.50%


U.S. Managed Volatility SRI

Assets Fee
All Assets 0.40%%

What to Watch Out For

This firm’s primary purpose is not advising individual clients. If you want that sort of firm, consider finding one with SmartAsset’s free financial advisor matching service.

Note that some advisors at LSV may earn commissions as broker-dealers. This could present a conflict of interest, as they may be incentivized to sell clients products that will earn the highest commission even if it is not the best option. When serving as advisors, though, all must act in the best interest of the client.

Disclosures

There are no disclosures on the record for LSV in the past 10 years.

Where Is LSV Asset Management  Located?

LSV’s headquarters are at 55 North Wacker Drive Suite 4600 Chicago, Illinois 60606

Opening an Account With LSV Asset Management 

To open an account with LSV, you can contact Jason Ciaglo, the director of new business development, at (312) 242-2483 or jciaglo@lsvasset.com

Tips for Investment

  • This firm doesn’t specialize in individual investors, but there are many that do just that. SmartAsset’s free tool matches you with financial advisors in your area in 5 minutes. If you’re ready to be matched with local advisors that will help you achieve your financial goals, get started now.
  • Are you using a workplace retirement plan like a 401(k)? That’s a great start to funding your retirement. Get a sense of what your plan might look like when you retire with this SmartAsset 401(k) calculator.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research