Vindex Capital Management is a registered investment advisor based in Carlsbad, California, offering personalized investment management and financial planning services. Founded by Michael Driver, the registered investment advisor builds diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon. Services include asset allocation, portfolio monitoring, retirement planning, tax-aware strategies, estate planning coordination, and business owner advisory services. The registered investment advisor typically provides financial planning in conjunction with ongoing portfolio management. Additionally, Vindex Capital Management maintains an affiliation with an accounting firm, Vindex Accounting, PC, allowing clients potential access to separate tax and accounting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated or reduced at the firm's discretion based on total assets, future assets, related household accounts, or service complexity.