Vested Wealth Advisors offers financial planning and wealth management, investment management, corporate retirement plan management, and financial planning as an executive benefit. Financial planning includes defining the client relationship, gathering information, analyzing the client's situation, evaluating solutions, developing recommendations, and assisting with implementation. Investment management involves assessing the client's situation, designing an asset allocation, developing an investment policy statement, selecting investment vehicles, executing transactions, and monitoring investments. Vested Wealth customizes its analysis and recommendations to each client's unique needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.35% |
Fees are charged quarterly in advance based on the assets being managed total on the last day of the preceding quarter. The fee schedule applies to legacy clients only. New clients are charged flat fees.