Vital Wealth Management provides investment management, financial planning, and estate planning software access. Investment management includes analyzing risk tolerance, investment counseling, and asset allocation using mutual funds or exchange-traded funds. Financial planning is offered only in combination with investment management. VWM also offers access to Estately estate planning software for creating wills and trusts. VWM also provides advisory services to private and public retirement plans.
Assets Under Management$270M
Clients280
Advisors2
Avg. per Client$950K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.10% |
| $300K - $500K | 1.00% |
| $500K - $900K | 0.90% |
| $900K - $1.2M | 0.80% |
| $1.2M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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