Velaga Advisors provides investment management based on your goals, risk tolerance, and time horizon. They also offer financial planning, including creating a financial plan, execution support, and consultation services. Financial planning covers topics like financial goals, net worth, cash flow, employee benefits, education planning, risk management, retirement planning, tax strategies, and estate preservation.
Assets Under Management$24M
Clients10
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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