Virtual Investment Planning (VIP) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, and businesses. VIP creates customized portfolio strategies based on client goals, risk tolerance, and financial situations, using low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. VIP also offers standalone financial planning services on an hourly or fixed-fee basis.
Fee Structure
VIP provides wealth management services, charging a percentage of your portfolio annually. The exact percentage is negotiable and depends on factors like the combination of investment management and financial planning services, the complexity of those services, the amount of assets managed, and the overall relationship with VIP. VIP may recommend unaffiliated investment managers, but the total blended fee will not exceed 2.00% annually. VIP does not offer standalone investment management services.