Voyager Capital Management, LLC
Assets Under Management
$216.6M
Number of Clients
241
Number of Advisors
2
Average Client AUM
$899K
AUM per Advisor
$108.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Voyager Wealth Management offers personalized investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
875 Townline Rd., Suite 100, Lake Geneva, WI, 53147
