View Capital RIA manages client assets through two programs: the View Capital Advisory Program (VCAP) and the View Capital Consulting Program (VCCP). VCAP offers investment management and financial planning services, while VCCP provides investment consulting and financial planning, often for high-net-worth individuals. View Capital RIA also forms pooled investment vehicles for clients to access specialized investments. They offer discretionary and non-discretionary advisory accounts, as well as investment manager advisory accounts.
Fee Structure
View Capital RIA offers investment management through its View Capital Advisory Program (VCAP). The annual fees are based on a percentage of the assets they manage, but generally are not above 2.5%. A $1,000 minimum annual fee applies to any advisory account. The fee is negotiable between View Capital RIA and the client at either a blended rate or a flat fee. If you invest in a non-affiliated asset investment manager, that manager will charge a separate fee for their services.