Vance Wealth, LLC provides personalized wealth management, investment management, financial planning, and business consulting services to individuals, high net worth individuals, trusts, estates, and businesses. Vance Wealth acts as a fiduciary, legally required to act in your best interest. The firm builds customized portfolios primarily using exchange-traded funds and mutual funds, while also considering individual stocks, bonds, certificates of deposit, and independent managers. Investment strategies are generally long-term focused, tailored to each client's cash flow needs, goals, and risk tolerance. In addition to portfolio management, Vance Wealth integrates comprehensive financial planning covering retirement, tax strategies, estate planning, insurance needs, and business consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.5M | 0.90% |
| $3.5M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees may be negotiable at the sole discretion of the advisor. Certain legacy clients may be subject to different fee schedules not to exceed 2.00% annually.