VectorWealth (VW) provides ongoing portfolio management services through a wrap fee program, tailoring strategies to each client's goals, risk tolerance, and time horizon. VW creates a financial profile for each client, outlining their current financial situation. Services include investment strategy, asset allocation, and regular portfolio monitoring. VW has discretionary authority to select securities and execute transactions. VW aims to make investment decisions in clients' best interests, avoiding practices that favor one client over another.
Assets Under Management$11M
Clients16
Advisors4
Avg. per Client$690K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Custom pricing for assets over $5,000,001. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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