Transparent, fee-only pricing
At Vineyard Wealth Group, pricing is straightforward and clearly defined. As a fee-only advisory firm, we are compensated directly by our clients, not commissions or product sales.
Comprehensive Portfolio Management and Financial Planning
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. Fee table is found below and available at this link.
| Portfolio Value | Annual Fee |
|---|---|
| $0 to $1,000,000 | 1.00% |
| $1,000,000 to $3,000,000 | 0.85% |
| $3,000,000 to $5,000,000 | 0.70% |
| Over $5,000,000 | 0.50% |
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.
0.50% on all asset levels
Financial planning only
For clients seeking standalone financial planning, we offer one-time plans based on complexity and scope.
$1,000 to $8,000
Nonprofit Pricing
We offer reduced pricing for qualified Island-based nonprofit organizations.
50% off standard rates
Please contact us to discuss eligibility and scope.
Minimums
We do not require a minimum account size. A minimum annual fee of $1,000 applies for ongoing financial guidance.
Ready to simplify your financial life?
Start with a conversation. We’ll talk through your situation, answer your questions, and see if working together makes sense