Vector Financial Solutions offers financial planning and investment management services. Financial planning covers various topics like net worth, cash flow, tax, insurance, and retirement. Investment management involves creating and managing portfolios based on client goals and risk tolerance, using model portfolios. Vector Financial Solutions also provides retirement plan consulting services. David Wilson is the President and Chief Compliance Officer.
Assets Under Management$61M
Clients133
Advisors2
Avg. per Client$460K
Avg. per Advisor$31M
www.vectorfinancialsolutionsinc.com ·www.facebook.com/vectorfinancialsolutionsinc ·www.linkedin.com/in/david-wilson-06137711
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee. You will not be charged a total management fee over the 2% industry average.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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