Vessel Financial Planning manages investment accounts and offers financial planning and consulting services. These services include reviewing financial goals, tax planning, asset allocation, risk management, and retirement planning. They also cover budgeting, education planning, cash flow, charitable planning, insurance, and real estate analysis. Recommendations are provided in a written plan, and implementation is at the client's discretion.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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