Velo Wealth provides investment management based on individual client goals and risk tolerance. They also offer financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning. Velo Wealth may direct clients to third-party money managers and receive a fee share.
Assets Under Management$3M
Clients26
Advisors1
Avg. per Client$120K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Velo Wealth charges an annual fee between 0.80% and 1.00% of your portfolio's value. The fee is calculated and paid monthly, in advance. The exact percentage depends on your needs and the complexity of your situation and is negotiable.
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