ViaGem offers investment consulting and management services, primarily to faith- and mission-based organizations. Consulting includes advice on investment programs, asset allocation, and manager selection. Investment management includes ongoing portfolio supervision and security selection. ViaGem also offers non-investment services through ViaGem Consulting, LLC.
Assets Under Management$14M
Clients8
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $30.0M | 0.17% |
| $30M+ | 0.04% |
Fees can be negotiated based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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