Velbridge Wealth Advisors provides investment management and financial planning services tailored to each client's needs. Services include customized portfolio management, financial planning covering budgeting, retirement, tax, estate, and insurance, hourly consulting, project-based planning, and ongoing retainer arrangements. Velbridge also offers pension consulting and educational seminars.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees may be negotiable based on account size, anticipated future assets, complexity, and overall client relationship. Velbridge may impose a minimum annual fee for advisory services, determined on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...