Vita Wealth provides wealth management services, including wealth planning, investment advice, and divorce financial analysis. Vita Wealth develops tailored wealth plans based on client interviews and questionnaires. Investment management services include portfolio evaluation, asset allocation, security selection, and ongoing monitoring. Clients can impose reasonable investment restrictions.
Assets Under Management$55M
Clients136
Advisors2
Avg. per Client$400K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Maximum fee is 0.70%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Vita Wealth and the client. Fees and the timing of fee payments may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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