Vicus Capital provides investment management and financial planning services tailored to each client's needs. Services are dependent on information provided by the client. Vicus Capital offers managed accounts, digital advice, and open architecture strategies. They also offer access to third-party money managers. Financial planning services are available on an hourly, recurring, or one-time fixed fee basis.
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.