Vital Capital LLC provides investment management services where they make investment decisions for you. They determine your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Vital Capital may also use sub-advisors to manage client accounts. They may recommend investments in private funds, but clients are not obligated to invest.
Assets Under Management$42M
Clients100
Advisors4
Avg. per Client$420K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...