Assets Under Management
$629.3M
Number of Clients
506
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Vinoble Group offers comprehensive wealth management (asset management and financial planning), standalone financial planning & consulting, and retirement plan consulting services. They use various methods of analysis and investment strategies tailored to client needs. Representatives are also registered with Purshe Kaplan Sterling Investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.40% |
Fees are negotiable.
1215 4th Ave, Suite 935, Seattle, WA, 98161