Transparent, Upfront Pricing
Before we begin working together, your fee will be clearly outlined and agreed upon—no surprises.
Why We Don't Use AUM Fees
Your portfolio size doesn't tell the whole story. Our pricing reflects:
- The complexity of your financial life
- The time and resources needed for strategic planning
- The real value we deliver - not arbitrary percentages
The AUM Problem, Visualized
| Portfolio Value | 1% AUM Fee | 1.5% AUM Fee | VIP Flat Fee (Estimated) |
|---|---|---|---|
| $1,000,000 | $10,000 | $15,000 | $8,500–$11,500 |
| $1,500,000 | $15,000 | $22,500 | $10,000–$13,500 |
| $2,000,000 | $20,000 | $30,000 | $11,500–$17,500 |
Advisors charging 1%–1.5% on $1.5M portfolios collect $15,000–$22,500 per year—often without doing more work. We charge flat, fair fees based on complexity—not your account balance.
Our Flat-Fee Approach: Built for Your Life
We quote a fair, fixed fee-base on your needs, not just your net worth.
Example: If you're a business owner, manage multiple properties, or hold complex equity comp, your plan required more sophistication—and your fee reflects that.
Complete Financial Care Under One Roof
We don’t just offer a generic solution—we craft a personalized, comprehensive financial strategy tailored to your needs and aspirations. With our expert guidance, we help you navigate every step at your own pace, ensuring that you reach your goals today and secure your financial future tomorrow.
-
“VIP Wealth Advisors has been instrumental in helping me navigate the complexities of tax planning and investment management. Their personalized approach and attention to detail have given me peace of mind and confidence in my financial future.”
.png?width=60&height=60&name=Testimonial%20Pics%2060x60%20(1).png)
Jeff B.
Railroad Retiree
-
"As a technology consultant, I need financial advice that's as dynamic as my work. The team’s expertise in complex investments, digital assets, and equity compensation, along with their unwavering support and attention to detail, has truly set them apart."
Mike C.
Tech Consultant
-
"I’m thrilled with how well the team understands the intricacies of managing rental income alongside my W2 earnings. Their tax strategies are spot on, and I really value our regular meetings to explore new real estate opportunities—it's like having a partner in my financial journey."
Susan M.
Real Estate Investor
