Value Investment Professionals (VIP) offers portfolio management based on individual client goals and risk tolerance. VIP creates an investment policy statement for each client. VIP also offers financial consulting services on an hourly fee basis. VIP provides services to qualified retirement plans, acting as either a 3(21) or 3(38) advisor.
Assets Under Management$250M
Clients158
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Qualified clients are charged an asset-based management fee of 1.00% on all assets under management and a performance-based fee on any increase above a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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