Villafranco Wealth Management (VWM) offers investment management services tailored to each client's needs. VWM helps clients determine their investment objectives and goals and then decides on investment strategies to meet those goals. VWM primarily invests in mutual funds, exchange traded funds (ETFs), and equities. VWM may also recommend third-party money managers.
Assets Under Management$280M
Clients75
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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