Val Vista Capital Management (VVCM) manages investment portfolios for clients based on their individual investment objectives, financial goals, and risk tolerance. VVCM recommends model portfolios and may prepare investment policy statements for institutional clients. VVCM invests across a diverse set of asset classes seeking the best risk-adjusted return. Clients retain individual ownership of all securities and can place reasonable restrictions on investments.
Assets Under Management$81M
Clients341
AdvisorsN/A
Avg. per Client$240K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
All fees may be negotiable in certain circumstances. Affiliated persons of VVCM and family members and personal acquaintances of VVCM’s affiliated persons may receive advisory services at a discounted rate that is not available to advisory clients generally.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.