Vwr Financial Advisory Services
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
VWR Financial Advisory Services offers investment management using an active approach with mutual funds, tailored to each client's needs. They also provide asset allocation strategies using mutual funds. Financial planning services cover retirement, education savings, life insurance needs analysis, and income tax planning. Clients can request restrictions on security types. A $150 fee applies for terminations within the first quarter.
Assets Under Management$20M
Clients175
Advisors1
Avg. per Client$120K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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