Vilga operates on a fixed-fee model.
Fees are transparent, predictable, and aligned with the scope and complexity of each relationship – initially informed by portfolio size.
Fees are negotiable.
Fees are debited quarterly from Charles Schwab accounts.
Because Vilga charges a flat fee rather than a percentage of assets, the fee will not automatically decrease if a client's portfolio value declines.
Our Fees
Vilga's fees are based primarily on the complexity of client's financial situation and the scope of services provided. Assets Under Advisement* are used as a general guideline to help prospective clients understand typical fee ranges.
A $3,000 one-time onboarding fee is charged at engagement. Fees are debited quarterly from Charles Schwab accounts.
* Assets Under Advisement (AUA) = assets managed at Charles Schwab plus outside investments such as retirement plans, private investments, brokerage accounts, and bank accounts. Assets typically excluded from the AUA: business assets and non-publicly traded real estate.
Because Vilga charges a flat fee rather than a percentage of assets, the fee will not automatically decrease if a client's portfolio value declines. Fees are negotiable.
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