Vector7 Capital is a registered investment advisor founded in 2025 and based in Chicago, Illinois. The firm offers a wide range of services including discretionary and non-discretionary portfolio management, comprehensive financial planning, and advisory services for employer-sponsored retirement plans. Vector7 Capital builds tailored portfolios using fundamental and technical analysis, asset allocation, and quantitative models, with strategies ranging from long-term capital appreciation and income generation to moderate balanced growth and socially responsible investing. The firm serves individuals, high-net-worth clients, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees use a cliff basis where the breakpoint rate applies to the entire balance. Institutional clients have a separate schedule starting at 0.50% for under $10,000,000. Fees are negotiable.