Vanquour offers investment management services, creating customized portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Vanquour also provides financial planning services covering areas like retirement, education, and insurance needs. Vanquour may recommend unaffiliated investment managers, performing due diligence to ensure alignment with client goals. Vanquour also provides retirement plan advisory services to plan sponsors.
Fee Structure
Vanquour's investment management fee is based on the value of your investments and is charged quarterly, in advance. The fee can be up to 1.50% per year, depending on the complexity of your situation and the amount you invest. Fees may be negotiable. If Vanquour recommends using independent investment managers, you'll pay their fees in addition to Vanquour's, potentially exceeding 2.00% annually. Vanquour does not receive additional compensation from the independent managers.