Ville Wealth Management (VWM) offers wealth management services through third-party investment advisors and financial planning services. Financial planning covers areas like cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. VWM also offers estate planning services in collaboration with EncorEstate. Services are tailored to individual client needs, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$11M
Clients12
Advisors1
Avg. per Client$930K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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