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Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

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About Vector Wealth Management

Wealth management has gotten complex. We have a unique process to make it simple.

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.

See Disclosures

General Information

Firm Start Year

1993

No. of Employees

20-49

Firm CRD#

152667

States Licensed in

MN AZ CA FL IL LA NC ND PA TN TX WI

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Financial Organization Memberships

American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), National Association of Estate Planners & Councils (NAEPC)

Firm Information

Firm's Number of Clients

900

Assets Managed by Firm

$1 Billion

Compensation and Fees

Fee Structure

Fee-Based

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

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

https://www.vectorwealth.com/disclosure/

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1884774/financialadvisor-vector-wealth-management-detailed-disclosure

Disclaimer

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.