Vascorp Wealth Advisors provides personalized financial planning and investment management services for individuals, families, and family trusts. The firm specializes in transition planning for professionals, farmers, ranchers, and business owners who are preparing for retirement or restructuring assets for multi-generational estate planning. Services cover retirement income needs, insurance planning, tax planning, and comprehensive estate optimization. Led by a Certified Financial Planner, Vascorp Wealth Advisors tailors strategies based on each client's age, estate value, and long-term goals.
Assets Under Management$16M
Clients42
Advisors1
Avg. per Client$380K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.30% |
| $1.5M+ | 1.30% |
Fees are negotiable for assets over $1,500,000. Investment management is only provided to financial planning clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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