Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for assets over $1,000,000.
Fee Estimator
VGA charges an annual investment advisory fee based on total assets under management. The annual fee is negotiable, especially for accounts over $1,000,000. Fees are billed quarterly in arrears. Clients may terminate their account within five business days of signing the Investment Advisory Agreement with no obligation or penalty. After five business days, the Client may cancel by providing written notice to VGA.
Areas of Practice
Advisor Information
Office location
29 Plantation Park Drive, Suite 804, Bluffton, SC, 29910
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is the owner and insurance agent at Woernle Wealth Management, LLC, selling insurance. He spends nearly full-time on this activity, with slightly less time dedicated during securities trading.