Vault Fiduciary LLC is a New York-based investment advisory firm founded in 2025 by Joshua Goldstein. The firm focuses on providing independent management, portfolio oversight, and advisory services to public and private pension plans, profit-sharing plans, and similar institutional clients. Vault Fiduciary acts as an independent retirement plan manager under federal retirement plan rules, advising plan sponsors on specific securities, transactions, and portfolio risk management. The firm does not employ a standard fee schedule, instead negotiating fees based on the complexity, asset size, and specific responsibilities of each engagement. Vault Fiduciary does not directly manage accounts or provide personal financial planning services for individual retail investors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.