Vault Financial provides ongoing investment management based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Vault Financial also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily advise on publicly traded stocks, bonds, mutual funds, and ETFs.
Assets Under Management$31M
Clients35
Advisors1
Avg. per Client$900K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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