Virginia Global Asset Management manages investment portfolios for individuals, institutions, trusts, and retirement accounts. They invest primarily in liquid assets traded on global exchanges. Financial planning services are also offered, focusing on retirement income, estate planning, insurance, and tax planning. The firm tailors investment strategies to individual client needs and risk tolerances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees on accounts above $10 million are negotiable. Schedule shown is for new accounts as of 5/31/2025. For accounts under management prior to 5/31/2025: 1.00% on the first $1 million of assets, 0.75% on the next $2 million of assets, 0.50% on assets above $3 million. For charitable foundations and charitable trusts having no non-charitable beneficiary: 0.50% on all assets.