Overview
Assets Under Management: $202 million
Headquarters: LAKE GENEVA, WI
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
VOYAGER CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124697), VOYAGER CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VOYAGER CAPITAL MANAGEMENT, LLC is headquartered in LAKE GENEVA, WI.
VOYAGER CAPITAL MANAGEMENT, LLC serves 67 high-net-worth clients according to their SEC filing dated April 19, 2024. View client details ↓
According to their SEC Form ADV, VOYAGER CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
VOYAGER CAPITAL MANAGEMENT, LLC manages $202 million in client assets according to their SEC filing dated April 19, 2024.
According to their SEC Form ADV, VOYAGER CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 272
Discretionary Accounts: 243
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 124697
Last Filing Date: 2024-04-19 00:00:00
Website: https://voyager-capital.com