Vitesse One Wealth is a registered investment advisor founded in April 2026 and based in Pensacola, Florida. The firm provides continuous investment management services by creating personalized portfolios tailored to each client's specific goals, time horizons, risk tolerance, and tax considerations. Vitesse One Wealth also offers comprehensive financial planning covering areas such as cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, retirement planning, risk management, and tax planning strategies. The firm primarily utilizes passive investment strategies, modern portfolio theory, and fundamental or technical analysis to construct diversified portfolios using mutual funds, exchange-traded funds, and individual securities. Vitesse One Wealth serves individuals and high-net-worth individuals, operating as a fiduciary legally required to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees are negotiable and are assessed as a blended rate, billed quarterly in arrears.