Vital Wealth Management, LLC
Assets Under Management
$265.8M
Number of Clients
280
Number of Advisors
2
Avg. Portfolio per Client
$949K
Avg. Managed per Advisor
$132.9M
Compensation
Commission-BasedFee-Only (% of Portfolio)
About This Firm
Vital Wealth Management offers investment management, including portfolio analysis, investment recommendations, and ongoing monitoring. Financial planning is offered only in combination with investment management. Vital Wealth Management also offers access to Estately estate planning software for a flat fee. The firm manages investments for individuals, high-net-worth individuals, trusts, corporations, partnerships, retirement plans, and other legal entities.
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Loading...
Location
9501 Technology Blvd, Suite 3600, Rosemont, IL, 60018