Vested Legacy Wealth Management offers investment management based on your goals, timeline, and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt. Vested Legacy Wealth Management may recommend other investment advisors and will be compensated via a fee share from those advisors.
Assets Under Management$730K
Clients1
AdvisorsN/A
Avg. per Client$730K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
If VLWML directs clients to Matson Money, Inc., the total annual fee is 1.50%, with VLWML receiving 1.00% and Matson Money, Inc. receiving 0.50%. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.