How does the advisor help clients – Key Takeaways:
VIVCAP LLC acts as a trusted financial advisor, providing expert guidance and services to their clients. They specialize in offering comprehensive financial planning, investment management, and risk management solutions, tailored to the specific needs and goals of each client.
Below are key takeaways of how VIVCAP LLC helps their clients:
- Offers personalized financial planning and investment strategies
- Utilizes a holistic approach to address clients’ financial needs
- Provides ongoing support and guidance to help clients achieve their goals
- Offers a range of financial services and solutions
Facts and Insights
VIVCAP LLC has been in business for over 10 years, providing top-notch financial services to their clients. With a strong team of experienced and knowledgeable advisors, they are well-equipped to handle various financial needs.
Here are some key facts and insights about VIVCAP LLC:
- Assets Under Management (AUM): $50 million
- Number of advisors: 10
- Time in business: 10 years
Financial Services Offered
At VIVCAP LLC, clients can expect a wide range of financial services that cater to their various needs and goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Risk management
Client Types
VIVCAP LLC serves a diverse group of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions to meet those needs.
Fees & Compensation
VIVCAP LLC operates on a fee-only structure, meaning they do not receive any commissions or incentives from the financial products they recommend. This ensures that their clients’ best interests are always the top priority. Their fees are based on a percentage of the client’s AUM, as shown in the table below:
| Asset Under Management | Annual Fee |
|---|---|
| $0-$1 million | 1% |
| $1 million-$5 million | 0.75% |
| $5 million-$10 million | 0.50% |
| $10 million or more | 0.25% |
Background
VIVCAP LLC was founded by a team of seasoned financial professionals who wanted to provide a better, more personalized approach to financial planning and management. With a combined experience of over 50 years in the industry, they have a deep understanding of market trends and a vast knowledge of financial products and strategies.
Today, VIVCAP LLC continues to grow and thrive, thanks to their unwavering commitment to providing top-quality financial services and support to their clients.
Financial Advisor Disclosures to Know
As a registered financial advisor, VIVCAP LLC is required to disclose certain information to their clients. These disclosures include:
- Any conflicts of interest
- Any legal or disciplinary actions taken against the firm or its advisors
- Any potential risks associated with recommended financial products or strategies
Clients can find full details of these disclosures in VIVCAP LLC’s Form ADV, which is publicly available on the U.S. Securities and Exchange Commission’s website.