Vivere Wealth Management provides financial planning and investment advisory services. They help clients determine their financial goals and create a plan to achieve them. For investments, Vivere focuses on low-cost, diversified mutual funds and exchange-traded funds (ETFs). They may also invest in individual securities. Vivere communicates with clients' other professionals, such as attorneys and CPAs, to coordinate services.
Assets Under Management$990K
Clients3
Advisors1
Avg. per Client$330K
Avg. per Advisor$990K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable and differ from the schedule based on account size, anticipated future assets, historical relationship, individual client circumstances, and services offered. Vivere may recommend a bundled subscription service called Altruist One for a cost of 0.12% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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