Viridian Way LLC is a registered investment advisor based in Santa Clara, California, founded in 2020. The firm provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Viridian Way creates a personalized investment policy statement for every client and manages portfolios using fundamental analysis, modern portfolio theory, and long-term trading strategies. The firm's investment advice generally covers mutual funds, fixed income securities, annuities, equities, exchange-traded funds, and commodities. In addition to investment management, Viridian Way offers comprehensive financial planning covering investment planning, life insurance, tax concerns, retirement planning, college savings, and debt or credit planning. The firm also provides fractional chief financial officer services and business management consulting. Viridian Way operates with a fiduciary duty to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.80% to 1.50% of assets under management. Fees are negotiable based on client type, complexity, and other services provided.