VIP Planners offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. VIP tailors its services to each client's needs, considering their financial situation, goals, and risk tolerance. VIP provides portfolio management on a discretionary basis, meaning they make investment decisions for you. Financial planning services cover areas like retirement, taxes, and estate planning. Financial consulting services help clients create plans for specific goals like retirement or buying a home.
Assets Under Management$130M
Clients209
Advisors2
Avg. per Client$600K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Minimum annual fee of $1,500 may apply. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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