Vinoble Group
Assets Under Management
$629.3M
Number of Clients
506
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vinoble Group offers comprehensive wealth management, financial planning, and retirement plan consulting. They work with clients to understand their financial goals, risk tolerance, and time horizons. Investment strategies include asset allocation, fixed income, and long/short-term purchases. They utilize various methods of analysis, including charting, cyclical, fundamental, qualitative, quantitative, sector, and technical analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.40% |
Fee Estimator
For Comprehensive Wealth Management, fees are based on a percentage of assets under management (see table). Financial planning and consulting are charged hourly (up to $450/hour) or as a flat fee ($1,500 to $10,000). Financial planning is provided free of charge for clients with over $1,000,000 in the Comprehensive Portfolio Management Service. Retirement plan consulting is billed on a flat fee basis ($750 to $10,000) or a percentage of plan assets (up to 1.00%).
Areas of Practice
Location
1215 4th Ave, Suite 935, Seattle, WA, 98161