Vela Consulting offers financial planning, which can be comprehensive or focused, and investment management services. For investment management, Vela manages client accounts based on their objectives and risk tolerance. Vela may recommend third-party investment managers. Clients are responsible for the accuracy of information provided to Vela and must notify Vela of any changes to their financial situation.
Fee Structure
Vela Consulting charges up to 1% annually of the value of your investments for investment management. The exact fee will vary depending on the amount of assets managed, the complexity of your situation, whether you are a legacy client, and the frequency of interactions with Vela. Fees are deducted monthly. Vela does not charge a fee on unmanaged assets. Fees are negotiable and may be reduced or waived for family and friends.