Viking Wealth Management offers investment management services to individuals and qualified plan participants. As part of the service, Viking may complete a financial plan covering topics like estate planning, investments, taxes, retirement income, and college planning. Clients can impose restrictions on investments. Viking sponsors a wrap fee program.
Assets Under Management$13M
Clients23
Advisors1
Avg. per Client$540K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Viking Wealth Management's fees for investment management range from 0.50% to 1.00% of your portfolio. Please see the Wrap Fee Program Brochure Part 2A Appendix of Form ADV for specifics.
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