Vilga Financial Planning (VFP) provides financial planning and investment management services. VFP works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. Services include ongoing comprehensive financial planning and investment management, one-time financial plans, and project-based financial planning. Investment management is offered in conjunction with ongoing financial planning and is not offered on its own.
Fee Structure
Vilga Financial Planning offers investment management as part of its ongoing comprehensive financial planning service. The annual fee for this combined service starts at $10,000, paid quarterly. This fee covers up to $3,000,000 in assets under management. For clients with over $3,000,000, fees are based on the complexity of their financial situation. Investment management is not offered as a standalone service.
