Vantus Wealth offers personalized financial planning and investment management services to individuals, including high net worth individuals, and entities, including family offices, trusts, estates, private foundations, and qualified retirement plans. Investment advice is customized to each client’s objectives and financial needs. Financial planning services include retirement, education, estate, cash flow, tax, business succession, and insurance planning.
Assets Under Management$440M
Clients1,010
Advisors5
Avg. per Client$440K
Avg. per Advisor$88M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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