VDB Wealth provides ongoing portfolio management services based on your individual goals, risk tolerance, and time horizon. They create a plan to select a portfolio that matches your specific situation. VDB Wealth also offers financial planning services to its existing portfolio management clients at no additional cost. VWL generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$9.7M
Clients7
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on client type, complexity, and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...