Vincent Wealth Advisors offers customized wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. VWA creates investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. Financial planning services cover investment, retirement, education savings, and insurance needs. VWA acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Vincent Wealth Advisors provides investment management services as part of its wealth management. The fee is based on the value of your portfolio and is paid quarterly in advance. There is a $2,500 minimum annual fee. The annual fee can range up to 1.25% based on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. In certain circumstances, VWA may offer wealth management services for a fixed fee.