VIDA Wealth Partners provides continuous investment management, third-party manager selection programs, and comprehensive financial planning services. VIDA Wealth Partners builds personalized portfolios based on each client's goals, time horizon, risk tolerance, and tax considerations. Investment management accounts can be managed with the authority to make trades without asking first or on a non-discretionary basis. Financial planning services cover personal records, budgeting, cash flow and taxes, investments, insurance, retirement, and estate planning strategies. VIDA Wealth Partners specializes in working with high-net-worth individuals, families, and businesses.
Fee Structure
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 are negotiable based on client complexity, assets, and other factors. Discounts may be offered to family and friends of associated persons.