Vine Capital Management offers investment advice and financial planning to individuals and other clients. As a fiduciary, Vine Capital Management aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. They offer asset management through wrap accounts and standalone financial planning and consulting services.
Assets Under Management$190M
Clients168
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management (also available separately)
Vine Capital Management offers asset management through wrap fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
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