Vaultis Private Wealth, LTD. (VPW) offers financial planning, consulting, and investment management services. VPW recommends investment programs offered by Morningstar Investment Services, LLC (MIS) and shares in the advisory fee. VPW tailors its services to individual client needs, considering risk tolerance and financial goals. Clients are advised to promptly notify VPW of any changes in their financial situation or investment objectives.
Fee Structure
Vaultis Private Wealth provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.50% and 1.75%. The total fee is split between Vaultis Wealth Management and Morningstar Investment Services. The Morningstar portion of the fee ranges from 0.20% to 0.55%, and the Vaultis portion ranges from 0.55% to 1.10%. Fees will be disclosed in the VPW Management Agreement or the Morningstar Managed Portfolio Program application documents.