Violich Capital Management (VCM) focuses solely on investment advisory services. VCM manages investment portfolios for high-net-worth individuals, trusts, estates, individual and corporate pension and profit-sharing plans, charitable organizations, and private family foundations. VCM uses a blended top-down/bottom-up approach to construct portfolios, emphasizing security selection, price discipline, and diversification. They primarily invest in large capitalization equities and fixed income securities.
Assets Under Management$910M
Clients136
AdvisorsN/A
Avg. per Client$6.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fee schedule may be negotiated in certain circumstances. Separate fee schedule for fixed income accounts: First $25 million: 0.20%, All over $25 million: 0.15%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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