Valtrion Capital Management provides financial planning, consulting, and investment management services to individuals, families, and businesses. Planning services include Solo, Family, Retirement, Executive, and Entrepreneur Elite plans. Investment management includes Total Wealth and Total Access Asset Management, using ETFs, stocks, and bonds. VCM also offers a Portfolio Review Service. VCM manages investments on a discretionary basis, tailoring services to client needs and risk tolerance.
Fee Structure
Valtrion Capital Management offers two investment management services:
- Total Wealth Asset Management: Charges 1.00% annually with a $250,000 account minimum.
- Total Access Asset Management: Charges 1.00% annually with a $10,000 account minimum or a $500 monthly systematic deposit.
VCM also participates as a third-party money manager for other advisors and investment advisory firms, charging a maximum fee of 0.75% of the assets under management. The client’s primary advisor may charge a fee on top of VCM’s third-party asset management fee, but that fee will not exceed 1.25%. The total fee assessed by VCM is a combination of VCM’s and client’s primary advisor fee and shall not exceed 2.00% for any client.