Vineyard Wealth Group offers investment advisory services including comprehensive portfolio management and financial planning. They work with individuals, trusts, businesses, and retirement plans. For portfolio management, they may use third-party advisors. Financial planning covers areas like retirement, estate, tax, and education. Tax planning and preparation are included for clients with significant assets or top-tier planning services. Estate planning document creation is facilitated through Wealth.com.
Assets Under Management$440K
Clients1
Advisors1
Avg. per Client$440K
Avg. per Advisor$440K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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