Assets Under Management
$1.5B
Number of Clients
844
Number of Advisors
11
Average Client AUM
$1.8M
AUM per Advisor
$135.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Vector Wealth Management offers investment management services, allocating assets among mutual funds, ETFs, individual securities, and independent managers. They also provide non-discretionary investment management for employer-sponsored retirement plans and 529 plans. Financial planning services include distribution, insurance, retirement, risk management, and tax planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Vector reserves the right to discuss and agree upon an appropriate fee that may either be higher or lower than the stated schedule.
43 Main Street Se, Suite 236, Minneapolis, MN, 55414