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The fee is billed in arrears, is negotiable and requires an account of at least $250,000.","source":"VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Vam Group use?","answer":"Vam Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $549M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vam Group have?","answer":"Vam Group has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vam Group invest in?","answer":"At the end of its last fiscal year, Vam Group’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Vam Group have a minimum investment?","answer":"Yes, Vam Group’s minimum account size for its Individual Portfolio Management is $250K.","source":"VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Vam Group?","answer":"Vam Group’s direct owners are Brandon Bauer, Jordan Buffum and Daniel Haines, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 21 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vam Group get paid?","answer":"Vam Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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