Vodia Capital offers comprehensive wealth management, investment management, and financial planning services to individuals, families, trusts, estates, and retirement plans. Vodia Capital creates personalized portfolios using a range of investments including stocks, bonds, exchange-traded funds, private equity, venture capital, and alternative investments. Vodia Capital tailors strategies to meet client risk tolerances and financial goals, and can also incorporate social impact objectives. Additionally, Vodia Capital offers financial planning services covering broad-based or single-subject financial goals. Vodia Capital generally requires a minimum of $2,000,000 in assets to open and maintain an advisory relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2M+ | 1.00% |
Held-away retirement accounts are assessed at a flat 0.50%. Fees and account minimums are negotiable based on aggregate family holdings or pre-existing relationships.