Van Liew Capital Inc. provides investment advice and continuous management services for institutional, high net worth, and individual accounts. They manage client accounts on a discretionary and non-discretionary basis using both a growth and value investing approach. Their equity strategy is guided by growth, economic valuation, and financial criteria. The fixed income investment strategy strives to maximize returns and minimize risk.
Assets Under Management$63M
Clients5
Advisors5
Avg. per Client$13M
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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