Virgo Digital Asset Management INC.

Fee-Only (% of Portfolio)

Virgo Digital Asset Management (VDAM) manages investments for clients using separately managed accounts. VDAM aims to align portfolios with client goals like capital appreciation or preservation. VDAM invests in publicly traded equity securities and listed options on such equities, issued by reporting issuers in the digital asset industry and traded on global securities exchanges. VDAM uses both quantitative and qualitative analysis to make investment decisions and may allocate up to 100% of portfolio assets to cash during volatile periods.

Assets Under Management$9.9M
Clients44
AdvisorsN/A
Avg. per Client$220K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Monthly management fee equal to 1/12 of 2.00% of the Net Asset Value (NAV) of each client’s SMA. Also charges a performance fee of 20% of the amount by which your account value exceeds its previous high value.

Fee Estimator
Your Portfolio Value
$500K
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