We manage all the assets in your life.

Our Fees

Compensation models within the wealth advisory industry are changing, and at VI Institutional, we’re proud to be at the forefront of that change.

We refuse to accept investment sales commissions, which can pit an advisor’s financial interests against those of clients and erode trust. Instead, we earn advisory fees, within a flexible model designed to best accommodate each client’s unique needs.

Options include a fixed advice fee based on Assets under management to Net Worth and Income modeling.

We also provide clients the option of paying a fixed fee to cover advice on all assets within their estate—even those we do not manage directly.

The financial advice industry has a history of using a rigid, advisor-first compensation model. At VI Institutional, we’re proudly helping to replace that model with one that clients deserve.

Schedule a meeting to see if our services are right for you.