Vitality Wealth is a registered investment advisor that offers wealth management services, including financial planning and investment management. They help clients establish financial goals and values, analyze their financial situation, and create a detailed financial plan. They also provide ongoing advice and supervision on investment accounts. Vitality Wealth is a fee-only firm, meaning they only receive compensation from their clients for their services.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $6,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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