VerMeulen Capital Management offers investment supervision on a discretionary basis and non-discretionary investment consultation. The firm starts with an initial interview to understand your needs and objectives. For investment supervision, they gather data to determine your goals, time horizon, and risk tolerance to develop a suitable portfolio and asset allocation plan. They review portfolios frequently and encourage quarterly reviews with clients.
Assets Under Management$22M
Clients30
Advisors1
Avg. per Client$730K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiated based on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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