Vital Wealth Strategy provides customized wealth management services through continuous personal client contact, offering discretionary investment management and comprehensive financial planning. Vital Wealth Strategy builds portfolios primarily using individual stocks, bonds, mutual funds, and exchange-traded funds, while also utilizing options and independent managers when appropriate. Financial planning services cover areas such as retirement planning, personal savings, education savings, insurance needs, and tax coordination. Vital Wealth Strategy structures its wealth management and financial planning into tiered annual retainers. Vital Wealth Strategy also offers stand-alone financial planning services through hourly rates or fixed engagement fees, as well as family office services.
Fee Structure
Vital Wealth Strategy offers wealth management services structured in three tiers with annual fixed fees paid in advance each quarter:
- Wealth Strategy Foundation — $18,000 to $30,000 per year
- Integrated Wealth Strategy — $30,000 to $60,000 per year
- Advanced Private Client — $60,000 to $100,000 per year
Family office services are also available for up to $200,000 annually. When independent managers are used, their fees are separate, but the total combined fee will not exceed 3.00% of assets under management annually.