Vida Private Wealth provides financial services including wealth management, financial life planning, multi-family office services, NextGen financial education, and retirement plan consulting. Vida Private Wealth offers tailored advice and portfolios of equities, fixed income securities, hedge funds, private equity funds, and other public and private securities or investments. Financial life planning helps clients define their ideal life and create a comprehensive financial plan. Multi-family office services are offered in-house or outsourced to third-party professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.60% |
| $40.0M - $50.0M | 0.50% |
| $50.0M - $60.0M | 0.40% |
| $60.0M - $70.0M | 0.30% |
| $70M+ | 0.25% |
Vida Private Wealth generally requires a minimum investment of $5,000,000 or a net worth of at least $20,000,000 for our Family Advisory Services. In our sole discretion, we may waive this requirement. This requirement can be met by combining two or more accounts owned by you or related family members. Clients invested in alternative investments will be required to sign a separate Advisory Agreement for Alternative Investments and will pay Vida Private Wealth performance-based fees calculated as a percentage of the net profits experienced with respect to each of the Alternative Investments held by the client.