Virginia Wealth Management offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, trusts, businesses, and corporations. They tailor investment plans to clients' needs and goals, using financial information to develop strategies. They manage portfolios on a discretionary or non-discretionary basis, allocating assets among individual securities, ETFs, and mutual funds. They also offer trustee services.
Assets Under Management$390M
Clients117
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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