Vector Money Management provides investment advice and manages portfolios for individuals, trusts, corporations, institutions, and foundations. They use a "top-down" investment approach based on a Classical Economic Model. Vector Money Management offers three investment strategies: Equity, Balanced (stocks & bonds), and Fixed Income. They make trades for clients without asking permission first.
Assets Under Management$55M
Clients54
Advisors1
Avg. per Client$1M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. Fixed income accounts have a different fee schedule: Up to $1,000,000: 0.75%, On the next $9,000,000: 0.50%, Anything over $10,000,000: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...