Vineyard Wealth Advisory offers investment advice to individuals, high net worth individuals, trusts, and estates. Vineyard provides customized investment solutions through personal contact and interaction, offering non-discretionary investment management and consulting services. Vineyard works with clients to identify their investment goals, risk tolerance, and financial situation to construct a portfolio. They use buy and hold, growth, technical, and fundamental investing strategies.
Assets Under Management$40M
Clients76
Advisors2
Avg. per Client$520K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Annual Percentage Rate will be applied and/or changed to all AUM held in account(s). Discounted Annual Percentage Rates may be offered at the Advisor’s complete and sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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