Vass Financial Strategies (VFS) manages investment portfolios based on clients' individual needs and goals. VFS also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. VFS also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$37M
Clients63
Advisors1
Avg. per Client$580K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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