Vectors Asset Management offers investment management services, primarily in equity and fixed income, to both institutions and high-net-worth individuals. They create investment policy statements tailored to client goals and objectives, and clients can place reasonable restrictions on investments. The firm also provides valuation consulting and risk management services to financial institutions. They use both proprietary and nonproprietary quantitative models to assess risk and value.
Assets Under Management$840M
Clients1,324
Advisors2
Avg. per Client$640K
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.35% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $30.0M | 0.25% |
| $30.0M - $50.0M | 0.20% |
| $50.0M - $70.0M | 0.15% |
| $70.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
For accounts that include management of Equity, High Yield, Preferred, Non Agency, and other securities requiring more significant analytics and resources, management fees are 1% of total market value of assets. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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