Vines Capital Management offers tailored investment advice and portfolio management services, requiring discretionary authority to manage client accounts. They may invest client assets in model portfolios with varying risk tolerances. The firm also provides financial planning services, creating written plans based on client financial situations and goals. Additionally, they offer pension consulting services to employee benefit plans. Vines Capital Management primarily advises on mutual funds and exchange-traded funds.
Assets Under Management$170M
Clients189
Advisors3
Avg. per Client$890K
Avg. per Advisor$56M
www.vinescapital.com ·www.linkedin.com/in/ken-vines-00aa9018 ·www.linkedin.com/in/lana-weant-aif®-746356158
Fee Structure
Minimum Investment:$500
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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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