• Research Process
• Investment Strategy
• Performance Evaluation
• Asset Allocation
• Custody & Fees

Custody & Fees

Clients typically enter into a separate custody arrangement with the Charles Schwab Corporation. A daily data feed between VWM and Schwab allows for a smooth transition to VWM’s portfolio management system. Each client receives a statement directly from Schwab and another from VWM. This ensures clients receive independent statements with full transparency.

We are able to work with a number of custodians in a similar manner as Schwab. The fee amount varies depending on the size of the account, but generally commences at .50% for assets of $5,000,000 or more.