Velmark Capital Management provides customized investment management and financial advice. Velmark structures and actively manages bespoke accounts, customized across a wide range of potential parameters for each client. Velmark offers a broad range of financial and markets advice, from comprehensive financial planning to markets-focused views, projections, and investment-specific advice. Velmark does not act as custodian of any client funds or assets.
Fee Structure
Velmark Capital Management offers investment management services with fees based on the specific strategies used in your account and the degree of leverage. Fees are generally billed monthly in arrears. Clients can choose between a fixed-rate fee or a performance-based fee option for certain account strategies. Customized solutions, such as liquidation of large asset positions, are also available for a one-time fee. Clients also pay brokerage fees, custodian fees, and other expenses.