Vartanian Capital Management offers investment management services on both a discretionary and non-discretionary basis. The firm creates customized investment advice based on each client's financial objectives and needs. Vartanian Capital Management primarily uses closed-end mutual funds, but also uses other registered mutual funds and exchange traded funds, equity securities, corporate bonds, REITs and variable annuities. The firm may recommend clients use unaffiliated money managers or investment platforms.
Assets Under Management$18M
Clients18
Advisors1
Avg. per Client$1M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may vary based on the size and nature of the relationship, services rendered, complexity of investments, time commitments, and travel requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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