Variant Private Wealth (VPW) offers personalized financial planning and investment management services. Financial planning includes setting objectives, identifying issues, cash flow management, tax planning, investment advice, education funding, retirement planning, insurance review, and estate planning. VPW also offers standalone financial consulting services. VPW manages assets through a wrap fee program, tailoring investment strategies to client needs and goals.
Assets Under Management$220M
Clients194
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Variant Private Wealth (VPW) offers two investment management options through a wrap fee program:
- Wrap Asset Management: A portfolio is created using various securities, tailored to the client's needs. For this service, the annual fee ranges from 1.50% on the first $249,999 to 0.30% for amounts over $60,000,000.
- Comprehensive Wrap Asset Management: This includes asset management and financial planning or consulting services. For this service, the annual fee ranges from 2.00% on the first $249,999 to 0.40% for amounts over $60,000,000.
Fees are billed monthly in arrears based on the value of the account on the last day of the month and are negotiable.
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