Voorman Investment Counsel (VIC) is a registered investment advisor that offers financial consulting, portfolio management, and pension consulting services. VIC manages client accounts on a discretionary and non-discretionary basis. As a fee-only advisor, VIC is paid exclusively by clients and does not receive commissions from any other source. VIC provides a range of investment advisory services tailored to individual client needs.
Assets Under Management$24M
Clients56
Advisors1
Avg. per Client$430K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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