Vineyard Family Wealth Advisors provides financial planning, consulting, and wealth management services. Financial planning includes business, family continuity, cash flow forecasting, retirement, trust and estate, risk management, financial reporting, charitable giving, investment consulting, distribution, insurance, tax planning, family education, and education planning. Wealth management includes financial planning and discretionary or non-discretionary management of investment portfolios using mutual funds, exchange-traded funds, individual debt and equity securities, and independent investment managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Vineyard Family Wealth Advisors can negotiate a fee rate that differs from the range set forth above.