Vawter Financial provides financial planning and investment management services to help clients achieve their financial goals. VF offers wealth advisory services tailored to individual needs, including investment planning, tax planning, retirement planning, and estate planning. Clients can choose to have VF manage their portfolios or manage them themselves with VF's guidance. VF also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$310M
Clients207
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for accounts over $25,000,000. Vawter Financial also offers a flat fee option for comprehensive planning, with an annual minimum of $5,000 and a maximum of $50,000, depending on client complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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