Vibrant Wealth provides asset management services, creating investment strategies based on individual client goals and risk tolerance. They also offer financial planning and consulting, evaluating a client's financial situation and providing recommendations. Financial coaching is available through an online platform with monthly calls. Clients can impose restrictions on investments.
Assets Under Management$25M
Clients30
Advisors1
Avg. per Client$840K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee for all assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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