Vawter Financial Ltd
Assets Under Management
$313.6M
Number of Clients
207
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$104.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vawter Financial, Ltd. offers comprehensive financial planning and investment management services to help clients achieve their financial goals. Services are tailored to individual needs and include investment planning, tax planning, retirement planning, estate planning, and more. Clients can choose to have VF manage their portfolio or manage it themselves with VF's guidance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for assets over $25,000,000.
Fee Estimator
Vawter Financial charges either a flat fee or a percentage of assets under management for their wealth advisory service. The flat fee has an annual minimum of $5,000 and a maximum of $50,000 depending on client complexity. The percentage-based fee is tiered based on assets under management (see table). Retirement plan consulting services are billed hourly (up to $400/hour) or as a flat fee ($750 to $10,000). Fees are negotiable and payable quarterly in advance.
Areas of Practice
Location
1161 Bethel Road, Suite 304, Columbus, OH, 43220
