Vita Romberger is a registered investment advisor at Ecos Wealth Advisors, based in Clarkston, MI, with 1 years of industry experience. Vita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 236 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.10% |
| $4.5M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
5900 Lorac Suite #103, Clarkston, MI, 48346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ecos Wealth Advisors
State Registrations1 state
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