Vindicta Investment Advisors manages investment portfolios and offers financial planning and consulting services. Financial planning includes reviewing financial goals, tax planning, asset allocation, risk management, and retirement planning. Recommendations are tailored to each client's financial situation.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1M+ | 0.75% |
Asset management fees are negotiable. Financial planning fees may be waived if you engage Vindicta's asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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