Samuel Jones is a registered investment advisor at Vitality Capital Management, LLC, based in South Jordan, UT, with 5 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 176 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vitality Capital Management (VCM) offers two investment management options with fees based on the amount of your portfolio: Investment Management and Holistic Capital Management.
Investment Management: VCM charges a percentage of your portfolio each year, with no minimum annual fee or minimum balance requirements.
- Up to $500,000: 0.50% per year
- $500,001 to $2,000,000: 0.40% per year
- $2,000,001 to $5,000,000: 0.30% per year
- $5,000,001 to $10,000,000: 0.25% per year
- $10,000,001 & above: 0.20% per year
Holistic Capital Management: VCM charges a percentage of your portfolio each year, with a minimum annual fee of $3,600 that may be waived or reduced depending on the scope of services provided.
- Up to $500,000: 1.00% per year
- $500,001 to $1,000,000: 0.90% per year
- $1,000,001 to $5,000,000: 0.75% per year
- $5,000,001 to $10,000,000: 0.50% per year
- $10,000,001 & above: 0.30% per year
VCM also charges a 0.1% to 0.2% fee on cash or cash equivalents for both options. Fees may be negotiable, and accounts within the same household may be combined for a reduced fee.
Location
10808 S River Front Parkway, Suite 329, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Since September 2019, Samuel works as a financial planning specialist for Savology, a business providing general financial planning education and resources. He dedicates about 10% of his time (15 hours per month) to answering basic budgeting and savings questions.
Employment History
Current Registrations
Vitality Capital Management, LLC
State Registrations1 state
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