VIMA, LLC offers investment advice and financial planning to individuals. They create customized portfolios using publicly traded stocks, bonds, mutual funds, and ETFs. They may also use covered call writing strategies. VIMA manages investments on both a discretionary (where they make trades for you) and non-discretionary basis (where you approve each trade).
Assets Under Management$150M
Clients897
Advisors12
Avg. per Client$170K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,001. The fee schedule varies by financial advisor, but no advisor can charge more than 2.5% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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