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LSV Asset Management Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

LSV Asset Management is a fee-based financial advisory 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 that caters to individual clients, consider finding one with SmartAsset’s free financial advisor matching service.

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. 

LSV Asset Management Client Types and Minimum Account Sizes

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. 

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 0.60%
Next $25 million 0.50%
Next $50 million 0.40%
Amount over $200 million 0.30%

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
First $50 1.00%
Next $50 .90%
Next $400 .75%
Amounts Over $500 .65%

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

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

This firm’s primary purpose is not to advise 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.

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

LSV’s headquarters are at 155 North Wacker Drive Suite 4600 Chicago, Illinois 60606

All information was accurate as of the writing of this article.

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 up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can 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 Long $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 We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We 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 metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. 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.