Vida Wealth Partners, INC.
Assets Under Management
$111.5M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$4.5M
AUM per Advisor
$111.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
VIDA Wealth Partners provides continuous investment advice based on individual client needs, managing accounts on a discretionary or non-discretionary basis. They also offer manager selection programs and financial planning services, including retirement, tax, and estate planning. A minimum investment of $10,000,000 is required.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Investment supervisory services and manager selection programs are charged as a percentage of assets under management (see table for rates). Financial planning fees are billed hourly at $500 per hour. A minimum of $10,000,000 of assets under management is required for investment supervisory services, but this may be negotiable. Pre-existing advisory clients are subject to the minimum account requirements and advisory fees in effect at the time the client entered into the advisory relationship.
Areas of Practice
Location
929 Santa Barbara Street, Santa Barbara, CA, 93101-2106