Vessel Wealth offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They also provide financial planning services covering investment, insurance, tax, retirement, education, and debt/credit planning. Clients can choose to implement recommendations through Vessel Wealth or other brokers/agents. Pension consulting services are also available for employee benefit plans.
Assets Under Management$32M
Clients36
Advisors1
Avg. per Client$880K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. Householding is available. Assets held in Altruist High Yield Cash Accounts are excluded from the calculation of billable assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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