VinsonCap Wealth Advisors provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an investment plan for each client and may use model allocations. VinsonCap generally invests in mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected bonds, non-U.S. securities and private placements. Clients can impose restrictions on investments based on their values or beliefs.
Assets Under Management$18M
Clients6
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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