VSI Capital Group provides ongoing investment advice and creates personalized investment plans based on individual client needs. VSI offers wealth management (investment management and financial planning), investment management, and financial planning services. VSI may recommend third-party professionals, but clients are not obligated to use them. VSI does not receive compensation from third-party professionals.
Assets Under Management$4.8M
Clients6
Advisors1
Avg. per Client$800K
Avg. per Advisor$4.8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
If VSI recommends an outside manager, the above fee schedule does not include the outside manager's fee. At no point will the combined fee charged to the client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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