Vail Valley Asset Management (VVAM) specializes in investment management for lower middle market business owners. VVAM uses fundamental analysis and research to manage portfolios of public equities. VVAM also provides strategic advice to clients considering selling their closely held businesses. Financial planning is offered as part of the investment management fee. VVAM shares investment and research personnel with its affiliate, VVAM Capital Partners, LLC.
Assets Under Management$3.3M
Clients39
Advisors2
Avg. per Client$85K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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