Vawter Financial offers wealth advisory services tailored to each client's unique personal and business goals. The firm combines ongoing financial planning—covering retirement, taxes, estate planning, insurance, and cash flow—with continuous investment management. Vawter Financial builds personalized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, regularly monitoring and rebalancing them to align with market conditions and client objectives. Clients can choose between a flat fee structure or a tiered fee based on the value of their portfolio.
Assets Under Management$390M
Clients247
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable. Clients also have the option to pay an annual flat fee ranging from $5,000 to $50,000 instead of a percentage of assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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