Vector Wealth Management offers investment management services, allocating client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, commodities, derivatives, and independent investment managers. Vector also provides advice on investments held in clients’ portfolios. They tailor their services to individual client needs and act as a fiduciary. Vector also offers financial planning and consulting services.
Assets Under Management$1.5B
Clients844
Advisors12
Avg. per Client$1.8M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fee schedule is for new clients who retain Vector after March 31, 2019. Clients receiving multiple services such as asset management, investment coaching, and/or financial planning services can be charged a fixed fee at Vector's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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