Cindy Bragdon is a CFP-designated registered investment advisor at Vital Investment Management LLC, based in Loveland, CO, with 1 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 399 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
In 2026, client will be charged a flat 1% for all new assets under management. Fees are negotiable based on the firm’s sole discretion.
Fee Estimator
Location
1635 Foxtail Dr., Suite 213, Loveland, CO, 80538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cindy is the sole member of Lighthouse Planning, LLC, which she started in September 2023 to perform financial, estate, business succession, and retirement planning. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Vital Investment Management LLC
State Registrations1 state
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