Vogel Consulting offers personalized financial planning and investment advice. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Vogel Consulting is a fee-only firm, meaning it doesn't sell financial products or accept commissions. Investment advice is provided with the client making the final decision. Vogel Consulting does not act as a custodian of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $40.0M | 0.40% |
| $40.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable for aggregated assets above certain levels. Another pricing structure may exist for clients of Vogel as of 8/4/10.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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