Vascorp Wealth Advisors offers financial and estate planning, including retirement, insurance, tax, and investment advice. They specialize in transition planning for professionals, farmers, ranchers, and business owners, focusing on multigenerational objectives. Investment management is offered to financial planning clients, but not as a stand-alone service.
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 amounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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