RV
RV

Robert Vamos

3 Years of Experience
Albufeira

Robert Vamos is a registered investment advisor at Vii Capital Management LLC, based in Albufeira, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $46M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
55 clients
Average Client Portfolio
$844K average
Assets Under Management
$46.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

VII Capital charges a management fee based on a fixed annual rate multiplied by the average net liquidation value of your account. The annual rate is either 1.0% or 1.5%, depending on whether you choose to pay a performance fee in addition to the management fee. These rates are negotiable and may differ from client to client.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a photographer with an online photography sales business. This activity is not investment-related.

Employment History
Current Registrations
Vii Capital Management LLC
May 2022 - Present · 4 yrs
State Registrations2 states
CTNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.