Vincimus Capital offers financial planning and investment management services to individuals, high net worth individuals, and business owners. Financial planning covers risk management, tax planning, retirement, and estate planning. Investment management is offered on both a discretionary and non-discretionary basis, utilizing alternative investment solutions and diversified asset classes. Vincimus Capital also provides investment consulting services to family offices.
Assets Under Management$170M
Clients52
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees for 401(k) plan management are different. Vincimus Capital may negotiate its fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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