Vita Planning Group offers retirement plan consulting services to businesses and investment management and financial planning services to individuals. For retirement plans, Vita Planning Group can act as a discretionary investment manager or a non-discretionary investment advisor. For individuals, Vita Planning Group offers tailored asset management and financial planning services. Financial planning can include comprehensive planning, estate planning, business planning, and educational planning.
Assets Under Management$65M
Clients48
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...