Village Wealth Advisors offers financial planning on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. Financial plans are customized and can be broad-based or focused on specific areas. The firm also offers educational workshops. Investment strategies are based on Modern Portfolio Theory, diversifying among asset classes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
For clients with less than $500,000 in assets under management, Village Wealth Advisors will either charge: (i) a $2,500 onboarding fee and thereafter the above fee schedule will apply; or (ii) an ongoing fixed fee of $1,500 paid quarterly in advance, whichever is greater. The fee may be reduced or waived at the firm’s discretion.