Vintage Asset Advisors (VAA) is a registered investment advisor offering personalized investment advice. VAA creates custom investment plans based on each client's financial situation and goals. Advice may include stocks, bonds, mutual funds, and ETFs. VAA manages client portfolios on a discretionary basis.
Assets Under Management$35M
Clients33
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K - $500K | 1.25% |
| $500K+ | 1.00% |
Advisory fees are negotiable depending on the size and complexity of the client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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