Villaire Financial offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Villaire Financial generally limits its investment advice to equities, ETFs, treasury inflation-protected bonds, commodities, and non-U.S. securities.
Assets Under Management$1.8M
Clients80
Advisors1
Avg. per Client$23K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
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 - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Grandfathered clients may be charged up to 1.50%. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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