Vodicka Group, Inc. offers investment advice tailored to clients' needs, including asset allocation strategies using cash, stocks, mutual funds, and bonds. They also provide financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Managed accounts are available to individuals and small corporations.
Assets Under Management$18M
Clients49
Advisors1
Avg. per Client$370K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.50% - 2.00% depending on the amount of assets under management. Vodicka Group, Inc. has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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