Vail Financial Advisors provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Vail Financial Advisors creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds. Financial planning services are offered as part of wealth management or as a separate engagement.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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