ViaWealth provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. Investment management may be provided directly by ViaWealth or through a sub-advisor. Financial planning includes reviewing financial objectives, asset allocation, cash flow, tax planning, insurance, education funding, retirement, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for amounts greater than $10,000,000. Household assets are combined for purposes of determining fee rate. The firm also offers stand-alone investment management services with a different fee schedule: 1.00% on first $2,000,000, 0.80% on $2,000,001 - $5,000,000, 0.70% on $5,000,001 - $10,000,000, and negotiable for amounts greater than $10,000,001.