Veltra Capital offers investment advisory services to clients through both discretionary and non-discretionary accounts. They provide ongoing portfolio management tailored to each client's goals, time horizon, and risk tolerance. Investment activities focus on publicly traded equity and debt securities. Veltra Capital creates an investment policy statement for each client to guide portfolio selection.
Assets Under Management$4.6M
Clients18
Advisors1
Avg. per Client$260K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable. Veltra Capital may also charge performance-based fees to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...