VBL Advisors offers investment advice tailored to clients’ needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial decision-making. VBL may offer clients opportunities to invest in private investments after conducting due diligence.
Assets Under Management$70M
Clients47
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $40.0M | 0.75% |
| $40.0M - $60.0M | 0.65% |
| $60M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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