Vigo Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Vigo Capital offers investment management services through separately managed accounts and private fund services. The firm tailors investment advice to meet client needs, determining investment objectives and risk tolerance. Vigo may customize investment portfolios and monitor performance, rebalancing as needed. For discretionary accounts, Vigo has the authority to make investment decisions without prior approval, subject to client-imposed restrictions.

Assets Under Management$5M
Clients4
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$5M

Fee Structure

Investment management only (planning not offered)

Vigo Capital's annual investment management fees range from 0.20% to 2.00% of the value of your portfolio and are negotiable. The fee depends on the asset class, investment strategy complexity, and the total amount you invest. Fees are billed monthly or quarterly in advance. Complex strategies or specialized asset classes may warrant higher fees, while larger account balances may qualify for lower fee tiers.

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Location

1 Advisors at this firm