Vineyard Capital Management LLC (VCML) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. VCML creates an Investment Policy Statement for each client, outlining their current situation. VCML primarily recommends equities but may use other securities to diversify portfolios. VCML does not participate in wrap fee programs.
Assets Under Management$4.2M
Clients7
Advisors1
Avg. per Client$600K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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