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Virtual Investment Planning LLC

Headquartered in KANSAS CITY, MO

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Firm Information

Virtual Investment Planning LLC is an investment advisor with 1 licensed agent and 1 investment adviser representative. They manage approximately $13,089,136 in regulatory assets under management for 140 accounts. The firm provides financial planning, selection of other advisors, and portfolio management for individuals. They primarily serve individuals other than high-net-worth clients, with 55 clients and $13,089,136 in assets under management for this client type.

Virtual Investment Planning LLC

$13.09M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VIRTUAL INVESTMENT PLANNING LLC has a total of 1 branch locations across the country.
location

KANSAS CITY, MO

Advisors at Virtual Investment Planning LLC

View All 1 Advisors
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Jahanguir Azodi

RA

KANSAS CITY, MO

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Disclosures

There are no public disclosures for Virtual Investment Planning LLC.

Frequently Asked Questions (7)

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