Velouria Capital Management is a registered investment advisor that helps clients manage their financial assets. They review, analyze, and recommend plans for purchasing and selling securities based on your individual investment objectives and financial circumstances. Velouria Capital Management may provide asset management, portfolio analysis, and asset allocation services.
Assets Under Management$0
Clients6
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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