Fidelity Investments is the sole custodian; each investor receives statements directly from Fidelity. VIA IV's role is to compose the portfolios and never has access to investor funds. VIA IV investors are mailed monthly statements and can access their Fidelity accounts online at anytime.
4 Portfolios
Your investment horizon should guide your decision. For VIA IV portfolio performance history (net of advisor fees) dating back to 1999, click here.
Fees
Our approach is straightforward. Advisory fees range from an annual .5% to .9%, among the lowest in the industry.
Custodian
Fidelity Investments, LLC and TD Ameritrade are the custodian for all monies invested Via Four. An investor will have an individual account created in his or her name. Via Four never takes custody of any investment funds.