VIE Invest offers portfolio management tailored to individual needs, including the use of third-party advisors and model portfolios. They also offer selection and monitoring services for third-party advisors, as well as stand-alone financial planning services. VIE Invest requires discretionary authority for portfolio management and selection/monitoring services, but may offer non-discretionary arrangements in limited circumstances.
Assets Under Management$50M
Clients41
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. Third Party Management Fees typically range between 0.50% to 1.75% per year. In no event shall the combined advisory fees charged to any client under this arrangement exceed 2.75% of the client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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