Vermillion Financial Advisors (VFA) offers financial planning, consulting, and investment advisory services to individuals, pension plans, businesses, trusts, estates, and charities. VFA provides personalized financial plans covering areas like retirement, estate, and tax planning. Investment advisory services include model portfolios and customized portfolio solutions. VFA does not manage investments with discretionary authority.
Assets Under Management$370M
Clients280
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.31% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $5.0M | 0.94% |
| $5M+ | 0.75% |
Fees are annualized and cover the Investment Portfolio and Monitoring Services (IPRAMS). Fees vary based on the frequency of reporting (Quarterly, Semi-Annual, or Annual).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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