VAM Group LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. VAM creates an Investment Policy Statement outlining the client's current financial situation and constructs a plan to select a suitable portfolio. VAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$59M
Clients31
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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