Vomund Investment Management (VIM) offers asset management services to clients on a discretionary basis. VIM reviews a client's risk tolerance and investment objectives before investing in common stocks, preferred stocks, fixed income instruments, and exchange traded funds (ETFs). VIM offers Style Index and Reduced Risk Income portfolios. Investments are held at a brokerage firm/custodian.
Assets Under Management$64M
Clients61
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
Fees and minimum account size are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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