Vault Financial, LLC provides personalized investment management and financial planning services to individuals, high-net-worth individuals, retirement plans, and business entities. Vault Financial creates customized portfolios based on each client's individual goals, time horizon, and risk tolerance, using fundamental and technical analysis alongside a range of trading strategies. For investment management, Vault Financial charges an annual fee based on the total value of your portfolio, up to a maximum of 1.50%. For standalone financial planning, Vault Financial charges either fixed fees or hourly rates depending on the complexity of your situation. The firm operates with no account minimums and makes all investment decisions with the authority to trade on your behalf after establishing a tailored investment strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and charged up to an annual maximum of 1.50% of assets under management.