Van Reed Wealth Management (VRWM) offers comprehensive and limited-scope advisory services, including financial planning, portfolio management (both directly and through third-party managers), and retirement plan consulting. VRWM works with clients to create financial plans, manage investments, and provide guidance on retirement planning. VRWM's advice is comprehensive, aiming to help clients achieve their overall financial objectives.
Assets Under Management$26M
Clients29
Advisors1
Avg. per Client$890K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.55% |
Fees may be negotiable. VRWM also uses third-party money managers (TPMM). SEI's annual fees range from 0.20% to 1.5%. LPL's annual fees for wrap programs range from 0.55% to 2%. The combined fee (VRWM plus the third-party manager) will not be greater than 3% in total.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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