Vail Ridge Capital provides investment advice and financial planning to individuals, corporations, trusts, and retirement plans. Services include establishing investment policy statements, constructing core-satellite portfolios, and ongoing investment management. They also offer financial planning services in areas like retirement, education, business succession, and estate planning. Clients can choose discretionary or non-discretionary management.
Assets Under Management$2.9M
Clients25
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Also offers a fixed income fee schedule: $0-$2,000,000: 0.65%, $2,000,001 and higher: 0.45%. Fees for retirement plans are negotiable but never to exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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