VIDA Wealth Partners provides continuous investment advice based on individual client needs. They develop investment policies and manage portfolios based on client goals, risk tolerance, and liquidity needs. VIDA Wealth Partners also offers financial planning services, including a comprehensive evaluation of a client’s current and future financial state. They also offer manager selection programs.
Assets Under Management$110M
Clients25
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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