ViviFi Planning provides ongoing financial planning and investment advisory services. ViviFi helps clients develop and implement financial plans, monitor progress, and make adjustments as needed. Financial planning covers topics like goal setting, cash flow, investments, retirement, risk management, college savings, tax strategies, business planning, and estate planning. ViviFi also manages investment portfolios based on client needs and goals, primarily using passive investment strategies.
Assets Under Management$9.3M
Clients23
Advisors1
Avg. per Client$410K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The investment advisory fee is applied toward a minimum annual fee of $4,800. Retirement Plan Consulting services are also offered based on the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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