Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
Vodia Capital, LLC offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Services include wealth management (discretionary and non-discretionary) and financial planning. They advise on various securities, including equities, fixed income, ETFs, private equity, and venture capital. Investment advice is tailored to meet clients' needs and investment objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
MA, United States