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Wellspent public graph/Firms/Vectors Asset Management
Firm

Vectors Asset Management

New York, New York

Fee-only

Vectors Asset Management at a glance

  • One of 480 fee-only firms based in New York in the Wellspent graph.
  • 2 advisors are listed here; 1 of 2 hold the CFA.
  • Its Form ADV reports 4 employees and 823 individual clients, 164 of them high net worth.
  • Its average account is about $795,000 (assets it manages divided by its 1,269 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Based inNew York, New York
Websitevectorsresearch.com
Phone(212) 431-0857

Vectors Asset Management fees

Vectors Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$1.0 billion
Individual clients659
High-net-worth clients164
Accounts managed1,269
Employees4
Planning clients1-10
Registered withThe SEC (801-64986)
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 137772

Advisors at this firm (2)