Victoria Capital Management (VCM) provides investment management services through several strategies including Growth Equity, Growth & Income, and Target Return. VCM evaluates each client’s financial circumstances and tolerance for risk and income expectations. VCM also produces a written quarterly investment perspective and a customized quarterly client letter that informs clients of the firm’s investment process and strategy.
Assets Under Management$270M
Clients64
Advisors3
Avg. per Client$4.3M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For clients with assets under management of more than $5 million, fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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