Vake Capital LLC offers portfolio management services, creating and managing individualized portfolios based on model portfolios. They work with clients to understand their investment objectives, time frame, and risk tolerance. Vake Capital requests authority to make trades without asking first. The firm monitors portfolios and adjusts them based on market events and the client's financial situation.
Assets Under Management$500K
Clients12
Advisors1
Avg. per Client$42K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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