VLB Capital offers investment management and financial planning services. Investment management is provided through discretionary and non-discretionary accounts, tailored to each client's objectives and risk profile. Financial planning includes determining financial objectives, cash flow management, insurance review, investment management, education funding, and retirement planning. Other professionals may be recommended to clients as needed.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fees are between 0.3% and 2% and are negotiable. The Adviser can charge performance-based fees in addition to standard advisory fees, as agreed to with certain applicable clients. Performance-based fees are calculated based on the performance of client portfolios and are only paid to the Adviser as a percentage of the gains if the account performs above a specified benchmark. Such performance fees would generally be between 5% to 10%.