Vauban Wealth Management

Assets Under Management

$148.7M

Number of Clients

50

Number of Advisors

1

Average Client AUM

$3.0M

AUM per Advisor

$148.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Vauban Wealth Management provides account management services to clients on a discretionary or non-discretionary basis, managing assets according to the client's selected investment strategy. They offer various investment strategies, including income, conservative, balanced, dynamic growth, aggressive equity, and alternative investments. VWM is committed to treating clients fairly and disclosing any material conflicts of interest.

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

The Advisor reserves the right, in its sole discretion, to negotiate, reduce or waive the Investment Advisory Fee for certain Client accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR, 00969

1 Advisors at this firm