Vidarrow Investment Advisors is a fee-only firm providing investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and businesses. Vidarrow develops investment plans based on client goals and risk tolerance, and may recommend outside investment managers. Financial planning services include ongoing and project-based planning.
Assets Under Management$66K
Clients3
Advisors1
Avg. per Client$22K
Avg. per Advisor$66K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.48% |
Fees are negotiable. For clients with $1,000,000 or more in assets under management, ongoing financial planning services are included at no additional charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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