Voisard Asset Management Group provides personalized investment management, financial planning, and general consultation services. They offer continuous investment advice based on individual client needs, goals, and objectives. Voisard manages accounts on a discretionary or non-discretionary basis, regularly reviewing and rebalancing portfolios. They also offer financial planning services that may be ongoing or provided as a stand-alone product.
Assets Under Management$590M
Clients461
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees may be negotiable. Discounts may be offered to family members of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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