VELA Investment Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. VELA creates an Investment Policy Statement for each client to aid in selecting appropriate securities. VELA generally invests in mutual funds, fixed income, equities, options, derivatives, and ETFs. VELA also participates in Stifel's Connect program, managing accounts on a discretionary basis.
Assets Under Management$490M
Clients168
Advisors9
Avg. per Client$2.9M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual investment management fee is 0.75% for the Small Cap and All Cap Concentrated strategies. For the Large Cap strategy, the investment management fee is 0.50%. For clients in the Connect Program, the annual investment management fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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