Versatile Capital Management (VCM) offers investment advice and financial services. VCM works with clients to understand their risk tolerance and investment goals, developing a suitable strategy. VCM offers two investment strategies: Systematic Global Alpha Strategy and Strategic Core Global Asset Allocation. VCM provides asset management services on a discretionary basis, emphasizing long-term model portfolio strategies. VCM also provides financial planning services to asset management clients.
Assets Under Management$130M
Clients45
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based upon certain circumstances. The 1.0% fee applies to the Systematic Global Alpha Strategy. The other fees apply to the Strategic Core Global Asset Allocation product.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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