Virginia Investment Advisory helps clients manage their financial affairs to achieve a sense of financial well-being. They offer wealth management services, including financial planning, investment consulting, and portfolio management. The firm works with clients to identify their goals, assess their resources, implement strategies, and monitor progress. They coordinate a team of experts to address client needs.
Fee Structure
Virginia Investment Advisory offers asset management programs and portfolio management services. Fees are based on a percentage of your portfolio. The specific percentage depends on the fee schedule assigned to your account type (individual securities, mutual funds/ETFs, or asset management programs) and the amount you invest. There are multiple fee schedules, each with different rates. There is also an option to add 0.25% for consulting considerations and 0.10% for household billing.