Valley Forge Investment Consultants (VFIC) offers investment management and consulting services to individuals, high-net-worth individuals, and institutional investors. VFIC helps clients structure investment portfolios based on their needs, objectives, and risk tolerance. VFIC primarily uses mutual funds, collective investment trusts (CITs), and exchange-traded funds (ETFs). For some clients, VFIC may recommend investments in privately offered pooled investment vehicles or the engagement of unaffiliated third-party advisors.
Assets Under Management$2.8B
Clients523
Advisors9
Avg. per Client$5.4M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
VFIC will consider an alternative fee arrangement under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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