Voltz Asset Management provides ongoing investment management based on your goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. Voltz Asset Management also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$15M
Clients27
Advisors1
Avg. per Client$560K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 10.00% |
| $20K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...