Vodicka Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,000,000
Clients
48
Advisors
1
of 1 employees
About
Vodicka Group, Inc. provides investment advisory and financial planning services to individuals and small corporations. The firm manages discretionary accounts, prepares written investment strategies, and offers consulting on risk management, estate planning, and financial decision-making.
Portfolios are tailored to clients’ objectives, time horizons, and risk tolerances and may employ asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading as appropriate. Accounts are managed on a discretionary basis with periodic reviews, suitability checks at onboarding, and regular reporting through the account custodian.
Notably, the firm accepts small corporate clients as well as individual households, a client mix that is less common among independents, and it provides an optional performance-based fee arrangement for qualified clients. The adviser manages roughly $18.1 million across fewer than 50 client relationships, and the firm’s principal—who has prior experience as a portfolio manager and derivatives trader—personally reviews client accounts.
Client services
Expertise
Fee options
$0+: 0.50% +: up to 2.00%
20% quarterly of returns above high-water mark for qualified clients, plus regular advisory fee
Account minimum: $1,000 Fee-only: Annual fees range from 0.50% to 2.00% depending on amount of assets under management
Main office
Highland Park IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Michael Vodicka · Vodicka Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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