Vitral Advisors LLC

Fee-Only (% of Portfolio)

Vitral Advisors offers customized investment strategies and family office services to individuals, families, and institutions. Vitral tailors its advice to each client's needs, considering their financial situation and investment goals. Services include investment management, financial planning, retirement planning, real estate analysis, and educational services. Clients can impose restrictions on their investments.

Assets Under Management$130M
Clients168
Advisors1
Avg. per Client$780K
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$100K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee ranges between 0.40% and 1.00% of the net asset value of the account. All fees are negotiable. Adviser may enter into flat fee arrangements from time to time, typically for administrative services provided to clients. Adviser may in its sole discretion waive advisory fee charge on a part or whole client account balance.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Vitral Advisors LLC | TrueAdvisor