VIP Wealth Advisors offers investment advice and financial planning to individuals, high net-worth individuals, and businesses. They develop investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like retirement, taxes, estate, and insurance. VIP may use outside managers to assist with investment management.
Fee Structure
VIP Wealth Advisors charges a monthly fee for investment management services, starting at $774 for individuals and $857 for couples. For business owners and entrepreneurs, the monthly fee starts at $1,399. These fees are negotiable and paid monthly in advance. If VIP uses an outside manager, their fees are separate. Ongoing financial planning and tax filing are included at no additional cost for investment management clients.
