Vitality Wealth Planning (VWP) offers investment management and financial planning services. VWP develops personalized investment plans based on your goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. VWP offers ongoing and project-based financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients with $1,000,000 or more in assets under management will receive Ongoing Financial Planning at no additional charge. In regard to investment management services that do not include financial planning, financial planning fees will be offset for related advisory services of assets being managed by the Adviser.
