VL Capital Management is an investment firm that specializes in making investments using fundamental analysis. VL Capital can tailor investments to clients, and clients may impose restrictions on investing in certain securities or types of securities. VL Capital does not participate in wrap fee programs.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. A quarterly performance fee of 20.00% on capital appreciation is charged for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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