Voyager Management, LLC

CRD#135434
Investment Advisor Firm

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Overview

Voyager Management, LLC is an advisory firm based in Los Angeles, California. The company oversees $296.2 million in total assets throughout eight client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group of six employees, including three financial advisors. Voyager Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as stocks, options and bonds.

Voyager Management, LLC oversees the majority of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments without needing to seek client approval. It also administers two non-discretionary accounts with a total of $46.6 million in assets under management. Voyager Management, LLC administers about $37.0 million for every account. The typical financial advisor at Voyager Management, LLC oversees around three client accounts, placing it among the most personalized firms in the country.

Voyager Management, LLC's headquarters is at 11111 Santa Monica Blvd, Los Angeles, California 90025. The company is registered to provide services to customers across 2 states, including California and Georgia.

Assets Under Management

$296.2 million

Number of Advisors

3

Disclosures

No

Office Location

11111 Santa Monica Blvd
Los Angeles, CA 90025

Voyager Management, LLC by the Numbers

Total Assets Under Management

$296.2 million

National Average: $3.7 billion
Total Number of Employees

6

National Average: 29
Total Number of Accounts

8

National Average: 2,073
Average Account Size

$37.0 million

National Average: $1.8 million

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Fee Structure

Financial management fees usually are based on which services the firm provides the client. Fees charged by the company most likely consist of some combination of the following fee structures: asset-based or performance-based. Voyager Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm caters to pooled investment vehicles. Out of its eight accounts, Voyager Management, LLC's biggest client group is pooled investment vehicles. Just 1% of its clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Voyager Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA