Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$328 million
Average High-Net-Worth Client Portfolio Size
$5.0 million

Fee Disclosure

Source: FIRM BROCHURE - FORM ADV 2A - VB&T WEALTH MANAGEMENT LLC (2026-03-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $3,000,000 0.90%
$3,000,001 $5,000,000 0.60%
$5,000,001 $7,500,000 0.50%
$7,500,001 $10,000,000 0.45%
$10,000,001 $20,000,000 0.40%
$20,000,001 $30,000,000 0.35%
$30,000,001 and above 0.30%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $42,500 0.85%
$10 million $66,250 0.66%
$50 million $201,250 0.40%
$100 million $351,250 0.35%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
78.78%
Number of High-Net-Worth Clients
52
Total Client Accounts
314
Discretionary Accounts
314

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
318330
  • FIRM BROCHURE - FORM ADV 2A - VB&T WEALTH MANAGEMENT LLC (2026-03-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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