Vasquez Financial Consulting provides financial planning and business consulting to individuals, families, and business owners. These services include financial planning, tax preparation and planning, business consulting, and fractional CFO services. VFC also offers investment advisory services, including portfolio management, investment selection, and implementation of strategies across various account types. VFC works with mutual funds, equities, fixed income securities, and ETFs.
Assets Under Management$6.6M
Clients14
Advisors1
Avg. per Client$470K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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