Vitality Planning manages investment portfolios based on clients' individual needs and goals. VP also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. VP works with clients to create a detailed financial plan designed to achieve their stated financial goals and objectives.
Assets Under Management$8.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Annual fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...