Vanik Capital is a fee-only registered investment advisor that provides financial planning and investment management services. Vanik Capital works with clients to create personalized investment plans and manage their portfolios. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Clients engaged in Ongoing Financial Planning services pay a different fee schedule: $0 - $500,000: 0.85%, $500,001 - $2,000,000: 0.65%, $2,000,001 and Above: 0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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