Vector Financial Services (VFS) offers financial planning, investment advice, and portfolio management. VFS also provides Social Security planning, retirement plan consulting for employers and employees, and single-subject financial planning. For portfolio management, VFS requires clients to have a financial plan, but this may be waived. VFS tailors its services to individual client needs and goals.
Assets Under Management$15M
Clients26
Advisors1
Avg. per Client$570K
Avg. per Advisor$15M
www.vector-financial.com ·www.facebook.com/profile.php?id=61551567445976 ·www.instagram.com/vectorfinancialservicesllc
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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