Vault Private Wealth is a registered investment advisor founded in 2024 and based in Princeton, New Jersey. The firm offers comprehensive wealth management services, combining personalized investment management with financial planning at no extra cost. Vault Private Wealth creates tailored portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, while operating with the authority to make trades without asking first based on agreed-upon strategies. The firm also assists clients by utilizing third-party investment managers when appropriate. Financial planning covers a broad range of topics including net worth analysis, cash flow, insurance, employee benefits, retirement planning, college savings, and estate planning. Vault Private Wealth serves individuals, high net worth individuals, and corporations, and is led by Wesley English, who serves as the principal owner and Chief Compliance Officer.
Fee Structure
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 for accounts over $10,000,000 are negotiable. Household accounts may be aggregated to determine the fee.