About

Our Fees

If you want to know who an advisor is working for, check out their fee structure. Advisors face a huge conflict of interest if they earn commissions or engage in revenue sharing agreements. Every day they weigh their paycheck against your best interests.

Vault Investment Partners eliminate this conflict of interest by charging a fixed, reasonable percentage of your assets under management. This allows us to recommend the best investments for your needs, period. It also gives us the freedom to focus on the rest of your financial well-being. Isn’t that the way it should be?

Our advisory fees are as follows:

  • First $500,000:
    1.00%
  • Next $1,500,000:
    0.60%
  • Next $3,000,000:
    0.50%
  • Above $5,000,000:
    0.40%
“Price is what you pay, value is what you get.”

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (419) 355-0279
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Clients

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. | Disclosure
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