Valley Investors Corporation (VIC) offers investment advisory services, managing client assets in stocks, bonds, mutual funds, and ETFs. VIC tailors its services to each client's objectives and risk tolerance, often using the William J. O'Neil investment strategy. Clients can request restrictions on specific investments. VIC manages accounts on a discretionary basis and uses Interactive Brokers for brokerage and custodial services.
Assets Under Management$2.6M
Clients11
Advisors2
Avg. per Client$240K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$25
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable for clients with larger portfolios.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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