Vital Capital is a registered investment advisor based in Clinton, Iowa, providing personalized investment management services. Vital Capital focuses on creating tailored investment strategies based on each client's specific goals, time horizon, and risk tolerance, using discretionary trading authority to manage portfolios. The firm offers ongoing portfolio monitoring, fundamental and technical security analysis, and can recommend alternative investments or private funds for qualified clients. In addition to managing investments directly, Vital Capital acts as a sub-advisor for other investment firms and provides access to specialized services such as insurance and real estate through affiliated entities. Vital Capital serves individuals, high net worth individuals, small businesses, trusts, estates, and charities, with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are billed monthly in advance and are negotiable based on criteria such as historical relationship, type of assets, and total portfolio size.