Vassalotti Investment Management Corporation (VIMCOR) is an independent investment management firm offering ongoing investment advice and portfolio management. VIMCOR allocates assets among cash, bonds, stocks, and mutual funds, selecting specific securities to diversify and meet client objectives. They also provide targeted financial advisory services, including cash flow planning, retirement needs analysis, and insurance reviews. As of November 13, 2024, VIMCOR manages $15,555,000 in assets on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
For the 'Managed Funds Account,' that in invests primarily in ETFs and Mutual funds, the fee is: 0.8 % (0.008) or $100 per year, whichever is higher. Certain clients of VIMCOR with pre-existing relationships may initially be charged fees which are more or less than those set out above. All fees are subject to negotiation.