Jacob Rieger is a CFP-designated registered investment advisor at Vaultis Private Wealth LTD, based in Cincinnati, OH, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vaultis Private Wealth provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.50% and 1.75%. The total fee is split between Vaultis Wealth Management and Morningstar Investment Services. The Morningstar portion of the fee ranges from 0.20% to 0.55%, and the Vaultis portion ranges from 0.55% to 1.10%. Fees will be disclosed in the VPW Management Agreement or the Morningstar Managed Portfolio Program application documents.
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vaultis Private Wealth LTD
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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