Voska Wealth LLC provides personalized retirement wealth management and ongoing financial planning services. Voska Wealth helps clients build tailored investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options, while taking risk tolerance and tax considerations into account. Alongside investment management, Voska Wealth provides financial planning that covers cash flow and debt management, college savings, employee benefits optimization, estate planning assistance, insurance reviews, retirement projections, and tax planning strategies. Voska Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales. The firm serves individuals and high-net-worth individuals, with no account minimum required to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on complexity, anticipated time requirements, total assets managed, portfolio nature, or relationship scope. Alternative fixed-fee arrangement available for investable assets below $200,000 starting at $5,000 in Year 1 and $2,400 annually thereafter.