Assets Under Management
$4.6B
Number of Clients
2,270
Number of Advisors
31
Average Client AUM
$2.0M
AUM per Advisor
$149.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Vivaldi Capital Management specializes in integrated wealth management solutions for high-net-worth individuals, family offices, and institutions. They offer tailored investment recommendations, separately managed accounts, alternative investments, and financial planning. VCM utilizes the FTCS Investment Platform for alternative investment solutions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Management Fee may vary based on client-specific factors. Related family assets are aggregated for calculating fee breakpoints. Certain clients may receive a discount based on the limited scope of services being provided or during the initial period of investment.
225 West Wacker, Suite 2100, Chicago, IL, 60606