Vauban Wealth Management
Assets Under Management
$148.7M
Number of Clients
50
Number of Advisors
1
Average Client AUM
$3.0M
AUM per Advisor
$148.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vauban Wealth Management provides investment advisory services, offering account management on both discretionary and non-discretionary bases. They offer various investment strategies, including income, conservative, balanced, dynamic growth, aggressive equity, and alternative investments. The firm manages assets for individuals, high-net-worth individuals, trusts, estates, corporations, and businesses.
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
Location
Lot K-2 Marginal Street Suite 201, Oasis Gardens Development, Guaynabo, PR, 00969