Transparent, Fee-Only Pricing
No hidden costs. No surprises.
As a fiduciary fee-only firm, Vineyard Wealth Group is compensated entirely by you, not by product manufacturers, fund companies, or referral arrangements. That means every recommendation we make is free from the conflicts of interest that exist in commission-based models. You see exactly what you pay. Nothing is hidden in fund expenses or annuity spreads.
Our comprehensive relationship includes more than investment oversight. Clients receive coordinated tax planning and preparation, estate planning coordination with document creation through Wealth.com, and ongoing financial guidance as your life changes. The tiered fee schedule below reflects the full scope of that relationship, not just portfolio management.
We also believe pricing should not be a barrier to good advice. We have no minimum account size. Our standalone financial planning option exists for clients who do not need investment management but want a rigorous, personalized financial plan.
Pricing and Services
Comprehensive Portfolio Management
We provide ongoing investment management and coordinated financial planning with tiered pricing based on assets under management. This relationship includes investment oversight, tax planning and preparation, estate planning coordination with document creation through Wealth.com, and ongoing guidance tailored to your needs.
Specialized and Project Pricing
While investments, tax planning and preparation, and estate planning form the foundation of our work, we also provide guidance across other areas of your financial life as needs arise.
Cash and Fixed Income Management
For clients focused on cash reserves and short-term fixed income. We manage money market funds, CDs, and U.S. Treasuries with a flat annual fee.
Financial Planning Only
For clients seeking standalone financial planning. We offer one-time plans based on complexity and scope.
Annuities Advisory
Flat rate billed on annuity assets custodied with Nationwide. Annuity assets are not aggregated with non-annuity assets for purposes of determining the tiered fee schedule. Billed separately from Comprehensive Portfolio Management assets.
Nonprofit Pricing
We offer reduced pricing for qualified Island-based nonprofit organizations. Please contact us to discuss eligibility and scope.
Minimums
A minimum annual fee of $1,000 applies for ongoing financial guidance.
Ready to simplify your financial life?
Schedule a free, no-pressure consultation with Grant at our Vineyard Haven office or by phone.
We'll review your situation and give you honest guidance on whether working together makes sense.