Vanquour LLC
Assets Under Management
$67.1M
Number of Clients
27
Number of Advisors
3
Average Client AUM
$2.5M
AUM per Advisor
$22.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Vanquour LLC provides customized investment management solutions and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. They construct portfolios using diversified mutual funds, ETFs, individual stocks, and bonds. Financial planning services cover investment, retirement, education, and insurance needs. They also offer retirement plan advisory services.
Fee Structure
Investment management fees range up to 1.50% annually, based on factors like service complexity and asset level. Fees are paid quarterly in advance. Financial planning is offered hourly (up to $1,500/hour) or as a fixed engagement fee, with estimates provided beforehand. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%. Clients will also incur custody and securities execution fees charged by the Custodian.
Areas of Practice
Location
3 World Trade Center, 38th Floor, 175 Greenwich Street, New York, NY, 10007