Vitality Planning, LLC manages individually tailored investment portfolios and provides comprehensive financial planning services. Vitality Planning develops customized investment strategies based on each client's specific goals, risk tolerance, and tax considerations. In addition to portfolio management, Vitality Planning offers ongoing financial planning covering retirement, cash flow, debt management, college savings, employee benefits, estate planning, and tax strategies. Vitality Planning works one-on-one with clients to build holistic financial plans and monitor their progress over time.
Assets Under Management$7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7M
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 - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees are prorated and paid in advance on a quarterly basis. Fees for accounts over $20,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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