Vita Advisors offers non-discretionary asset monitoring and financial planning services. Vita Advisors tailors its investment advice to meet clients’ needs and investment objectives. Financial planning is available as part of a comprehensive asset management engagement or as a separate service. Vita Advisors primarily serves business owners, entrepreneurs, executives, families, individuals, and retirees.
Assets Under Management$0
Clients25
Advisors2
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Vita Advisors charges a percentage of the assets they monitor. The exact fee is negotiable but generally does not exceed 1% of the assets. Fees are paid quarterly. Vita Advisors does not have the authority to place trades in your account.
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