Vanguard Capital Wealth Advisors provides investment management services on a discretionary basis, allocating client assets among equities, ETFs, mutual funds, and debt securities. They also offer consulting services on topics like estate planning and retirement planning. Vanguard Capital aims to help clients build, manage, and preserve their wealth by providing guidance to achieve their financial goals.
Fee Structure
Vanguard Capital charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, supervision, and account maintenance. The exact fee is determined by your Investment Management Agreement and can be negotiated based on factors like account size and portfolio complexity. Financial planning services are included in this advisory fee. The fee is calculated on the value of your portfolio at the end of each quarter and is deducted from your account quarterly.