Vogel Wealth Management (VWM) provides investment advice and asset management services. VWM offers non-discretionary asset management, meaning you approve each trade before it's made. VWM may also recommend third-party managers to handle your investments. VWM also provides services to retirement plans, acting as a limited scope fiduciary. Phillip Vogel is the owner of Vogel Wealth Management.
Assets Under Management$5.3M
Clients28
Advisors2
Avg. per Client$190K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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