Vivid Wealth Management offers portfolio management services that include asset management and financial planning/consulting. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. Vivid Wealth Management primarily recommends exchange traded funds and equities, but may also use mutual funds, fixed income securities, insurance products including annuities, and treasury inflation protected/inflation linked bonds. They also provide educational seminars/workshops on retirement planning and general financial planning topics.
Assets Under Management$230M
Clients399
Advisors3
Avg. per Client$590K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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