Vaulkshire Investment Advisors (VIA) offers investment management services, creating diversified portfolios using stocks, bonds, alternatives, and cash. VIA customizes asset allocations based on client objectives and risk tolerance. VIA also provides investment consulting services, including business and financial planning, on an hourly or fixed-fee basis. VIA may recommend third-party asset managers.
Assets Under Management$18M
Clients47
Advisors1
Avg. per Client$380K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Client will pay an Investment Management Fee of 1% or less per annum. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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