Vault Wealth provides financial planning and investment management services to individuals and families. They offer Vault Plan (one-time financial plan), Vault Invest (investment management), Vault Estate (estate planning document production), and Vault Family Office (coordinated financial affairs management). Vault Wealth also offers retirement plan consulting and advisory consulting services. They manage investments on a discretionary basis and tailor services to each client's situation.
Assets Under Management$61M
Clients282
Advisors5
Avg. per Client$220K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.40% |
Trading & transaction costs are included in this fee as part of our Wrap Fee Program. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...