Vodia Capital offers investment advice to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Vodia provides wealth management services on a discretionary or non-discretionary basis, tailoring advice to client needs. They may invest client assets according to model portfolios. Vodia also offers financial planning services, ranging from broad-based planning to single-subject consultations. Clients are not obligated to act on their financial planning recommendations.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2M+ | 1.00% |
Legacy clients may be subject to a different fee schedule. Held Away Retirement Accounts are charged 0.50% on all amounts. The above annual fee schedule for Household Assets is applied on a blended fee basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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