Vinkemulder Financial L.L.C.

Fee-Only (% of Portfolio)

Vinkemulder Financial LLC offers investment supervisory services, tailoring them to each client's risk tolerance and objectives. They primarily use fundamental analysis and asset allocation to build portfolios. Clients can request restrictions on specific investments. As of November 18, 2024, Vinkemulder Financial LLC manages $15,250,000.00 on a discretionary basis.

Assets Under Management$15M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$7.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees and billing frequency are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm