VIVUTO, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's financial situation. VIVUTO requests authority to make investment decisions without prior client approval. They primarily invest in mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$8.1M
Clients111
Advisors1
Avg. per Client$73K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees charged by VIVUTO for portfolio management services are not fixed and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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