Vance Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. Vance Wealth manages investments using exchange-traded funds and mutual funds, and may also use individual stocks, bonds, and other investment managers. Financial planning services are offered as part of wealth management or on a standalone basis, covering retirement, business, divorce, estate, insurance, and tax planning.
Assets Under Management$740M
Clients422
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
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. Certain legacy Clients may be subject to fee schedules that differ from the above, not to exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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