Vantalith Wealth Management provides personalized investment management and financial planning services. Vantalith Wealth Management builds tailored portfolios using stocks, exchange-traded funds, mutual funds, and proprietary investment models, operating with the authority to make trades without asking first based on your goals. In addition to managing portfolios, Vantalith Wealth Management prepares full written financial plans covering topics such as tax optimization, education funding, retirement income planning, charitable giving, and estate planning. The firm primarily serves individuals, high-net-worth clients, retirement plans, and charitable foundations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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