Vermillion Private Wealth (VPW) offers investment advice and portfolio management based on individual client needs. VPW primarily advises on individual stocks, exchange-traded funds (ETFs), mutual funds, and crypto assets. VPW also offers ongoing financial planning services, where clients work with a planner to develop and implement a financial plan. This includes establishing financial goals and values, and reviewing areas such as net worth, cash flow, insurance, retirement planning, and estate planning. For clients who also use VPW for investment management, ongoing financial planning is included at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees are negotiable. Client accounts within a household are aggregated for purposes of calculating the Investment Management Service fee.