Assets Under Management
$111.5M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$4.5M
AUM per Advisor
$111.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
VIDA Wealth Partners provides continuous investment advice based on individual client needs, managing portfolios on a discretionary or non-discretionary basis. They also offer 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 | 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% |
Account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons.
929 Santa Barbara Street, Santa Barbara, CA, 93101-2106