A Better Way To Pay

As you will see below, Vested Wealth charges clients with a flat fee, and not as a percentage of assets in their portfolios (also known as ‘AUM”).

The reason we do this is because clients shouldn’t have to pay more if the market rises, as our work remains fairly constant. We also believe advisors shouldn’t have the incentive to take unnecessary risk to increase portfolios so that their fee rises.

Our flat fee model is fairer and a better value for clients. We think you’ll agree. Learn how our fees compare industry wide.

Services

 

We work with most clients in a similar manner, covering the natural scope of financial planning and investment management. As independent fiduciaries, we offer our services for a fixed, flat fee based on scope, complexity, and duration. We are paid entirely by our clients and do not accept any commissions nor pay referral fees. 

We typically offer two kinds of engagements:

  • Wealth Planning and Investment Management services. Most clients utilize our ongoing comprehensive financial planning. Based on your personal circumstances clients are rated either ‘Low’ or ‘High’, depending on complexity.

  • Financial Planning Review.  Some clients need only a one-time review known as a ‘Financial Check-Up’. Clients receive organizational help (if needed), a second opinion on your existing planning work and a review of your investment portfolios. Investment and monitoring of portfolios NOT included.

Costs

 
1. Wealth Management – Low Complexity. 

  • $285 per month ($855/qtr. or $3,420/yr.)
  • Comprehensive financial planning for younger clients with smaller portfolios. To learn more about this service, click here.

2. Wealth Management – High Complexity. 

  • $750 per month ($2,250/qtr. or $9,000/yr.)
  • Comprehensive wealth management for more established individuals and families, often with larger portfolios or diverse assets such as stock options, partnership equity, and multiple real estate holdings. To learn more about this service, click here.
  • 0.35% Portfolio Management Fee for Assets above $1,000,000

3. Financial Planning Review

  • $1,500 one-time
  • To learn more about this service, click here.