Van Duivendyk Capital Management (VCM) offers investment advice and manages portfolios for various clients. VCM's approach involves technical, fundamental, and financial analysis, aiming for high returns with minimal risk. VCM reviews client portfolios daily and adjusts them based on economic news and client goals. Clients receive quarterly reports detailing their holdings and account activity. VCM also provides consulting, financial planning, and estate planning services.
Assets Under Management$26M
Clients124
AdvisorsN/A
Avg. per Client$210K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 3.00% |
| $50K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.30% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 1.50% |
Management fees are negotiable on a case by case basis. Special plan consist of special considerations for children's accounts, first time investment accounts, and retirement accounts. Balances of $5,000 but below $25,000 will have a 4% per annum management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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