Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The Advisor reserves the right, in its sole discretion, to negotiate, reduce or waive the Investment Advisory Fee for certain Client accounts.
Fee Estimator
Vauban Wealth Management charges an annual advisory fee of 1.0% of assets under management, calculated and charged quarterly. This fee is exclusive of other fees and expenses clients may incur. The advisor may negotiate, reduce, or waive the fee for certain clients. Clients can terminate their advisory agreement with 30 days' written notice and will be responsible for fees up to the termination date.
Areas of Practice
Advisor Information
Office location
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR, 00969
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 Activities
Goel works as an independent contractor and CPA, providing accounting services since 2018. This activity, which is not investment-related, takes a few hours per week.