Vodia Capital, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Vodia Capital, LLC offers investment management, financial planning, and consulting services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. They provide tailored investment advice, discretionary and non-discretionary wealth management, and may invest client assets according to model portfolios. Financial planning services range from broad-based to single-subject planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2M+ | 1.00% |
*Legacy clients may be subject to a different fee schedule.
Fee Estimator
The annual fee for wealth management is based on a percentage of assets under management. For household assets, the first $2,000,000 is charged 1.30%, and amounts above that are charged 1.00%. Held Away Retirement Accounts are charged 0.50% on all amounts. Financial planning services are offered for a fixed fee, generally ranging from $500 to $4,000. A minimum of $2,000,000 is generally required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
MA, United States