VZD Capital Management offers investment management services to individuals, families, and trusts. VZD customizes investment strategies based on client goals and risk profiles. VZD does not sell insurance or annuities and does not act as a custodian. VZD also offers financial consulting services on an hourly basis for clients who do not meet the investment minimums, focusing on budgeting and personalized financial plans.
Assets Under Management$41M
Clients138
Advisors1
Avg. per Client$300K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated for ultra-large accounts (over $10 million per household) or accounts affiliated with existing accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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