Ann Lobos is a registered investment advisor at Vitality Capital Management, LLC, based in South Jordan, UT, with 7 years of industry experience. Ann 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
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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
South Jordan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ann owns North Star Consulting & Tax, offering tax preparation, tax planning, and business consulting since 2018, dedicating nearly full-time hours. She also owns Profit Wise Bookkeeping, providing bookkeeping and business consulting services since 2018, dedicating a few hours per week.
Employment History
Current Registrations
Vitality Capital Management, LLC
State Registrations1 state
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