Vauban Wealth Management (VWM) offers investment management services to individuals, high net worth individuals, trusts, estates, corporations, and businesses. VWM manages accounts on a discretionary or non-discretionary basis, based on the client's selected investment strategy. Investment strategies include income, conservative, balanced, dynamic growth, aggressive equity, and alternative investments. VWM does not participate in a wrap fee program.
Assets Under Management$150M
Clients50
Advisors2
Avg. per Client$3M
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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