Vital Investment Management offers ongoing investment management and financial planning services. Investment management involves continuous supervision of client accounts based on their financial situation, objectives, and risk tolerance. Financial planning includes written plans covering various topics. The firm also offers monthly financial planning services. Vital Investment Management uses a third-party platform to manage held away assets, primarily company-sponsored retirement accounts.
Assets Under Management$280M
Clients399
Advisors5
Avg. per Client$710K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
In 2026, client will be charged a flat 1% for all new assets under management. Fees are negotiable based on the firm’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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