Vault Private Wealth provides continuous advice to clients regarding the investment of client funds based on their individual needs. They develop a personal investment policy or plan with an asset allocation target and create and manage a portfolio based on that policy. At no additional fee, Vault Private Wealth also provides a financial plan to clients, establishing goals and values around money.
Assets Under Management$5.4M
Clients23
Advisors1
Avg. per Client$230K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,001. If VPW utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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