Vassos Investments, LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Vassos Investments generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities, although common stocks are primarily recommended. The firm requires discretionary authority to execute transactions.
Assets Under Management$23M
Clients21
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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