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license info: Series 65

The first question future clients often ask is "what are the fees?" There is no such thing as a free investment. Even a do-it-yourself portfolio of index funds will have an expense ratio. It is important to understand the costs associated with financial advice and investing. An Average Wall Street broker receives a 40% payout (i.e. $100k in commission the broker share is $40k the firm retains $60k). VIMA receives 100% of management fees so we are significantly more competitive than Wall Street firms. As a fiduciary, VIMA must act in the clients "best interest" while Wall Street only has to do what is "suitable" for clients. If you research the difference I am confident you will realize VIMA has the most ethical compensation model in the advisory business.
Planning for your financial future can often feel overwhelming. Imagine all the challenges that go into a financial decision. How much risk are you willing to take? What effect will world events have on your wealth? As the financial world becomes increasingly complex and volatile, VIMA is dedicated to providing wealth management solutions that assist in overcoming challenges and reaching your lifestyle goals in retirement.
As a Registered Investment Advisor (RIA), VIMA does not sell products or receive any referral fees, loads or commissions.
• Attorney, CPA, CFP and portfolio manager on staff.
• Over 100 years of experience in comprehensive financial planning
• Over $80 million currently under management
• VIMA works only for you, not for a company that only wants to sell their house products.
• Our fee structure aligns our compensation with client success.
$50,000 minimum account size.
While VIMA does take an active management approach to the risk tolerance and allocation of your retirement portfolios, we do not act as a custodian or take possession of assets. Instead we utilize Bank of New York Mellon/Pershing $1.5 trillion of client assets and Scottrade $1.7 billion of client assets to provide this service for our clients as well as generating client statements and trade confirmations.

Services to Meet Your Investment Needs:
• Private Wealth Management
• Comprehensive Financial Planning
• Estate Planning
• Retirement Planning
• Social Security Maximization

At VIMA we strive to give our clients peace of mind.

"An investment in knowledge pays the best interest"
Ben Franklin
  • do NOT contact me with unsolicited services or offers

post id: 6777638250


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