Vienna Asset Management offers investment management services tailored to each client's goals, time horizon, and risk tolerance. They may hire sub-advisors to manage portions of client assets. The firm also provides financial planning services to high-net worth individuals and families, covering topics like financial goals, retirement strategy, risk management, and estate preservation.
Assets Under Management$240M
Clients133
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
For clients with a pre-existing relationship or initial assets under management more than $5,000,000, the fee is 0.35% annually for fixed income and/or cash accounts and 1.00% annually for annuity assets. Fees may be waived for accounts of Firm employees and family members, and for 529 or other similar college savings plan accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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