Vanquour LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Vanquour is a registered investment advisor founded in 2021 and based in New York, New York. Vanquour offers customized investment management and financial planning services to individuals, high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm builds portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and individual bonds, with a long-term focus while maintaining the authority to make trades without asking first. Vanquour also provides financial planning covering areas such as retirement, education savings, and insurance needs, as well as advisory services for retirement plans.

Assets Under Management$67M
Clients27
Advisors5
Avg. per Client$2.5M
Avg. per Advisor$13M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Investment management fees range up to 2% annually based on the scope and complexity of services, level of assets, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5 Advisors at this firm