Vickerman Investment Advisors provides investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning, and tax consulting to individuals, high net worth individuals, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates. Vickerman tailors its services to match each client’s specific investment goals and objectives. For some clients, Vickerman uses an automated investment management service called Buckets Investment Strategy.
Assets Under Management$630M
Clients431
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated based on individual client circumstances, familial relationships, complexity of relationship, existing client, etc. Some existing clients are on a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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