Vitality Wealth LLC is a registered investment advisor located in Idaho Falls, Idaho, founded in December 2024 and owned by Certified Financial Planners Jessica Smith and James Smith. Vitality Wealth offers comprehensive wealth management services that combine financial planning and investment management. The firm covers a wide range of areas including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, tax planning strategies, and real estate investment analysis. Vitality Wealth builds customized portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, and government or municipal securities based on Modern Portfolio Theory. The firm also provides ongoing advice and monitoring for accounts held away at other financial institutions, such as 401(k) plans or health savings accounts. Vitality Wealth does not have a minimum account size requirement and operates on a fee-only basis, charging fees as a percentage of the assets they manage with a minimum annual fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. The minimum annual fee for wealth management services is $6,000.
