Vested Financial Planning (VFP) manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. VFP also offers employee equity planning to help clients optimize their stock options and employee stock purchase plans. VFP primarily uses passive investment management.
Assets Under Management$160M
Clients37
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$160M
www.facebook.com/vestedfinancialplanning ·vestedfinancialplanning.com ·www.linkedin.com/company/vestedfinancialplanning
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable. The advisory fee will not exceed the industry average of 3% of assets under management. Comprehensive financial planning is included for clients who also participate in investment advisory services and have at least $3,000,000 of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
