As we partner with you in a holistic approach to financial and wealth management, we offer pricing and fee structures that can work for you. Through tiered or standalone engagement plans, there is an option that can fit your specific needs. Find the option that helps you Live Greater and live your best life at every stage.
Our most successful engagements come from long-term relationships in which we manage clients' investments and consistently engage in all aspects of their financial planning. In addition to ongoing investment monitoring and financial planning, we offer a number of firm events throughout the year to enhance our client experience. Pricing for advisory relationships is based on an assets under management tiered fee schedule. See our Sample Annual Client Service Calendar.
We also offer stand-alone financial planning engagements. Pricing for these types of engagements is hourly and varies based on the scope of the engagement. A full quote is provided before beginning our work.
Through our employer sponsored plan engagements, there are tiered asset-based fee schedules based on plan size and demographics. Contact our advisors for more information on engagements to attract and retain the best members of your team.
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.