vi
Value Investment Professionals, LLC
SEC-regulated
Registered investment advisor
Value Investment Professionals, LLC is a registered investment adviser established in June 2012, with Andrew Hodges as the principal owner and Chief Compliance Officer. The firm offers investment supervisory services tailored to individual client goals, asset allocation, and risk tolerance. Clients may grant discretionary authority for securities selection and transactions. VIP charges fees based on a tiered schedule, starting at 1.25% for assets up to $1 million. Performance-based fees may apply for qualified clients, calculated as 10% of net profits above a high water mark. Financial consulting services are available at $325 per hour. VIP specializes in fundamental analysis and modern portfolio theory, focusing on maximizing returns for a given level of risk. The firm caters to high-net-worth individuals, individual clients, and pension and profit-sharing plans, with a minimum account size of $250,000. VIP does not participate in wrap fee programs and has assets under management of $141,944,731 as of December 31, 2024. The firm operates with a fiduciary duty to act in the best interests of clients and discloses potential conflicts of interest related to external compensation and personal trading activities. VIP does not vote proxies on client securities and has no financial conditions impairing its ability to meet client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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