Vorpahl Wing Securities offers investment management services, providing continuous advice based on individual client needs. They invest in equity securities, exchange-traded funds, bonds, mutual funds, and certificates of deposit. Clients can place restrictions on certain investments. The firm requires a minimum of $50,000 to establish an account, though exceptions may be granted.
Assets Under Management$120M
Clients557
Advisors4
Avg. per Client$220K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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