Vega Capital Group offers investment management services to clients, tailoring portfolios based on individual investment objectives, financial situations, and risk tolerance. Clients select from various investment styles, including fixed income, equity ETFs, and balanced strategies. Vega Capital Group manages investments on a discretionary basis and does not participate in wrap fee programs.
Assets Under Management$150M
Clients64
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Quarterly management fees range from 0.15% to 0.5% (0.6% to 2% annually) depending on the investment strategy selected. Some strategies also have a performance fee of 10% of net gains. A fixed quarterly fee is also offered with a minimum of $500 per quarter ($2,000 annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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