Vassos Investments offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Vassos Investments creates an investment policy statement for every client to guide asset allocation, security selection, and risk management. The firm primarily recommends common stocks, along with mutual funds, fixed income securities, exchange-traded funds, and non-U.S. securities. Vassos Investments operates on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each individual transaction. The firm primarily serves individuals and high-net-worth clients, maintaining an account minimum of $300,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $2.0M | 1.10% |
| $2M+ | 1.00% |
The firm requires a $300,000 account minimum, which may be waived at the firm's discretion. The first tier has been extended down to $0 for completeness based on disclosed rates.