Growth Vision Asset Management LLC

Fee-Only (% of Portfolio)

Growth Vision Asset Management (GVAM) offers investment management services to high-net-worth individuals, investment clubs, and institutional investors. GVAM invests solely in publicly traded biotech stocks. GVAM does not tailor investment strategies for individual clients, but thoroughly discusses its strategy, investment process, and risks with clients to ensure suitability. GVAM may act as a subadviser to other advisors in the future.

Assets Under Management$18M
Clients7
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$18M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

GVAM charges a 1.4% annualized management fee and a 20% annual performance fee for the net gain above 8%. Fees can be negotiated.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm