Vega Financial, LLC manages investment portfolios and provides financial planning services. They gather information about your financial situation, goals, and risk tolerance to create a personalized investment plan. They offer both discretionary and non-discretionary investment management. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies.
Assets Under Management$45M
Clients85
Advisors2
Avg. per Client$530K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The standard advisory fee is 1.25% for ETFs, stocks, and fixed income. The fee is 1.50% if options are included. Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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