Vaarco Financial offers investment advice, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Vaarco analyzes and manages customized investment portfolios based on each client's goals, considering factors like income needs, liquidity, time horizon, risk tolerance, and existing investments. Vaarco uses equity securities, exchange-traded funds, and U.S. government securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for accounts over $25,000,000 are negotiable. Fixed income management: 1.75% of the first $10,000,000 million and 1.25% of the remainder. Balanced Management: 1.75% on the first $1 million, 75% on the remainder.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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