Vector Wealth Management was established in 1993 as a
nationally Registered Investment Advisory firm. Today we
manage over one billion dollars of client assets, providing
personal guidance and a long-term, collaborative approach that
reflects our clients' unique needs. We have authored and
developed multiple financial software applications, including
the proprietary SOJOURN® retirement income program.
Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely- individuals with investment real estate.
Clients of Vector Wealth Management can benefit from the following defining characteristics:
- Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long- term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients
Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
|Firm Start Year:||1993|
|States Licensed in:||MN AZ CA FL IL LA NC ND PA TN TX WI|
|Number of Years with Current Firm:||25|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA), National Association of Estate Planners & Councils (NAEPC), Paladin Registry|
|Firm's Number of Clients:||900|
|Assets Managed by Firm:||$1 Billion|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1% or less|
|Additional Details on Charges:||0.85% over $1 million; 0.75% over $3 million; 0.65% over $5 million|
Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Wealth management has gotten complex. We have a unique process to make it simple.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|Circle Pines||Cottage Grove|
|Hugo||Inver Grove Heights|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|
|Serve clients throughout the United States|