Vaquero Private Wealth provides investment management and financial planning services to individuals, high net worth individuals, and retirement plans. Vaquero works with clients to understand their financial goals and objectives and designs and maintains portfolios accordingly. Vaquero may recommend external managers and private investments for qualified clients.
Assets Under Management$930M
Clients285
Advisors6
Avg. per Client$3.3M
Avg. per Advisor$150M
Fee Structure
Vaquero Private Wealth charges a fee based on the size and scope of the relationship, complexity of the investments, necessary time commitments, and associated travel requirements. The fee is no more than 1.75% annually. Fees are negotiable and may vary among clients. The fee is paid monthly in advance.
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