ViFinance L.L.C. offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. ViFinance creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. ViFinance primarily recommends long-term investing in U.S. large-cap stocks, selected based on business quality factors. ViFinance also offers a Held Away Accounts Service, providing general asset allocation guidance for accounts held with outside custodians.
Assets Under Management$1.7M
Clients22
Advisors1
Avg. per Client$78K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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