Vintage Wealth Management Group offers investment management and financial planning services. Investment management is tailored to each client's needs, goals, and risk tolerance. Financial planning and consulting services cover areas like retirement, estate planning, and tax-related issues. Vintage Wealth Management Group works with individuals, families, trusts, estates, and retirement plans.
Assets Under Management$38M
Clients155
Advisors1
Avg. per Client$250K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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