VSM Wealth Advisory provides ongoing portfolio management and investment supervisory services, tailoring portfolios to individual client needs and risk tolerance. They may also provide limited financial planning services, such as budget management, insurance planning, retirement planning, and college funding, without a separate fee. VSM does not offer comprehensive financial planning.
Assets Under Management$590M
Clients624
Advisors5
Avg. per Client$940K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
VSM Wealth Advisory charges a fee based on a percentage of the assets they manage. The standard fee is 1% per year, assessed quarterly. This fee is negotiable and can range from 0.375% to 2.00% per year. In limited cases, VSM may provide consulting services only, charging an hourly fee of $500 or an agreed-upon flat fee.
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