Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Maximum fees permitted. Refer to the Investment Advisory Agreement for your specific fee.
Fee Estimator
VAS offers four different fee structures: flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in your Investment Advisory Agreement. The tables in the brochure reflect the MAXIMUM management fees VAS permits. Clients are also responsible for transaction and service fees. The minimum annual management fee is $90.00. Financial planning services are offered on an hourly or annual basis, with fees agreed upon in advance.
Areas of Practice
Advisor Information
Office location
4353 Upton Ave S, Suite 103, Minneapolis, MN, 55410
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anya assists with fixed insurance needs analysis and applications through Centered Wealth, where she is licensed in MN for Health and Life insurance, spending minimal time on this. She also acts as a financial advisor and provides operational support for Centered Wealth, dedicating about half her time, and is a notary, spending minimal time on this.