VIA IV Investments offers portfolio management services on an ongoing or occasional basis, with discretionary authority. While not providing financial planning services directly, VIA IV offers general financial advice. The firm primarily recommends no-load mutual funds, ETFs, and alternative investments. They offer custom-indexed portfolios designed for sustained performance with reduced risk. VIA IV also offers a digital investment program called "Wisefactors.com" for clients who can invest $100 or more, using ETFs and mutual funds. Alternative investments are available for accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Maximum fee for clients of Scott Mann is 1.50%, potentially reaching 1.85%. Fees are negotiable at the adviser’s discretion. The "Wisefactors" digital investment program charges up to 0.90% annually.