Vibrance Wealth Management provides personalized investment management and comprehensive financial planning services to individuals, high-net-worth individuals, and businesses. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, and can manage accounts on either a discretionary or non-discretionary basis. In addition to managing investments, Vibrance Wealth Management offers full financial planning covering retirement strategies, cash flow and budgeting, tax reduction, estate preservation, risk management, and college pre-approval planning. The firm also provides consulting services for specific topics or ongoing support. Advisory services are led by founder and Certified Financial Planner Lindy Chan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.28% |
| $500K - $1.0M | 1.78% |
| $1.0M - $5.0M | 1.53% |
| $5M+ | 1.28% |
Total fee includes a sub-advisor fee of 0.28%. Fees are billed monthly in advance and are negotiable based on relationship history, asset type, and account size.