Old Vine Capital provides investment advice and manages portfolios for individuals, high net worth individuals, and charitable organizations. They also manage a private venture capital fund of funds. Services include financial planning, which covers personal finances, taxes, investments, insurance, retirement, death & disability, and estate planning. Financial planning is only offered to investment management clients.
Assets Under Management$110M
Clients47
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.75% |
A minimum annual advisor fee of $5,000 is required. For non-discretionary advisory services related to alternative investment programs, fees are charged at a flat annual fee of 0.75% charged quarterly in advance. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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