ValuEngine Capital Management (VE Cap Management) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. VE Cap Management creates an Investment Policy Statement for each client. The firm uses quantitative and fundamental analysis, along with modern portfolio theory, to construct investment strategies. VE Cap Management offers an automated investment program through the Institutional Intelligent Portfolios® platform.
Assets Under Management$19M
Clients70
Advisors2
Avg. per Client$270K
Avg. per Advisor$9.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...