Vodicka Group manages investment portfolios and offers financial consulting services for individuals and small corporations. Based in Highland Park, Illinois, Vodicka Group tailors investment advice to match each client's specific goals, time horizon, and risk tolerance. Services include reviewing client objectives, recommending asset allocation strategies across cash, stocks, mutual funds, and bonds, and preparing written investment strategies. Clients can place restrictions on certain securities or sectors. Additionally, Vodicka Group provides financial planning consulting covering risk assessment, investment planning, estate planning, and financial organization. Accounts are held with an independent qualified custodian, and Vodicka Group has the authority to make trades without asking first through discretionary management agreements. The firm also offers performance-based fee options to qualified clients who meet specific wealth or investment thresholds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fees range from 0.50% to 2.00% depending on the amount of assets under management. Vodicka Group has sole discretion to negotiate lower fees or waive fees in individual cases. For qualified clients, performance-based fees may apply consisting of the regular advisory fee plus 20% quarterly of returns above a high-water mark.