Vindicta Investment Advisors provides ongoing asset management and financial planning services. Vindicta Investment Advisors helps clients build customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. For financial planning, Vindicta Investment Advisors covers retirement planning, tax strategies, budgeting, insurance analysis, and estate planning. Vindicta Investment Advisors tailors its recommendations to each client's financial situation and risk tolerance.
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 - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable and billed monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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