Valtinson Bruner Financial Planning (VBFP) offers asset management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. VBFP provides ongoing asset management services, creates financial plans, and offers consulting on various topics, including retirement, succession, education, legacy, insurance, investment, budget, personal finance, tax, major purchases, divorce, debt management, business exit, and cash flow analysis.
Assets Under Management$710M
Clients1,992
Advisors7
Avg. per Client$360K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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