Vicus Capital is pleased to introduce Isaac Tessman as its new Advisory Operations Associate. In his role as a supporting member of the Advisory Operations team, Isaac’s responsibilities include advisory new business, money movement processing, Fidelity, Charles Schwab and Lincoln advisory product support, and new business technology support.
Isaac studied film and visual design at Alma College. He brings with him nearly a decade of experience in the hospitality industry. Outside of the office, Isaac enjoys collecting vinyl records, independent filmmaking, and cycling.
Please join us in welcoming Isaac to the Vicus Capital family!
Vicus Capital is pleased to introduce Nick Leydig as its new Compensation Specialist. As a member of the firm’s finance and accounting team, Nick assists with the day-to-day operations of the Compensation Department, including maintaining billing data and ensuring accurate client and financial advisor records in the commission software program. He also contributes to the firm’s mission by supporting fee-related internal projects and preparing and auditing advisory fees.
Nick is from State College and graduated from Penn State University with a Bachelor’s degree in Accounting from the Smeal College of Business. Nick has always had a strong connection to Penn State and enjoys following the university’s sports teams. Outside of work, he enjoys playing golf, working out, and spending time with family and friends. He is also a fan of the Pittsburgh Steelers and enjoys following Premier League soccer. In his free time, Nick enjoys staying active, watching sports, and spending time outdoors.
Please join us in welcoming Nick to the Vicus Capital family!
Vicus Capital is pleased to introduce Nick Bradaschia as its new Systems Administrator. In his role, Nick is responsible for installing, configuring, maintaining, and securing the organization’s servers, networks, and overall IT infrastructure. He also ensures system uptime, performs updates and backups, troubleshoots hardware and software issues, and enforces security protocols.
Nick holds a degree in Business Management from The Ohio State University and an MIS from Indiana University Bloomington. Nick has been working in IT since he was 16. Outside of work, he teaches flight lessons and spends time traveling with family, baking, and watching his kids play sports.
Please join us in welcoming Nick to the Vicus Capital family!
$10,000
Vicus Investment Management Fee:
0.35%
Advisor Fee:
0.00% – 1.15%
$250
Please reference the Sell Sheet for fee information.
$65,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$125,000
0.15%
Vicus Capital Fee
American Funds Fee
Fee schedule varies by client need.
$250,000
0.30%
$65,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$125,000
Passive Strategies
0.15%
Factor Strategies
Domestic Strategies: 0.55%
International Strategies: 0.65%
$100,000
0.30%
$40,000
0.15%
$250,000
FlexChoice
Fee schedule starts at 0.35%
FlexChoicePro
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$50,000
0.00%
Fee schedule varies by annuity. Please reference the fee schedule for details.
1 Guaranteed income solutions vary by product and typically involve additional fees. Review specific product information details made available by the respective providers related to guarantees and costs involved.
$75,000
Fee schedule starts at 0.55%
1 As it relates to the Faith Based Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
2 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$60,000
Fee schedule starts at 0.40%
1 As it relates to the Faith Based Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
2 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$75,000
Fee schedule starts at 0.55%
1 As it relates to the ESG Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
2 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$60,000
Fee schedule starts at 0.40%
1 As it relates to the ESG Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
2 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$2500
$50,000
0.65%
1 As it relates to the Faith Based Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
$2500
$50,000
0.65%
1 As it relates to the ESG Strategies, all screening is performed on a best efforts basis to avoid exposure to identified issues. Vicus Capital maintains no direct control over securities purchased or sold by third party managers. As such, Vicus Capital makes no guarantees that ownership of securities involved in identified issues will be avoided. Portfolio holdings may violate identified issues during transition periods. Individual managers utilized may perform additional screening. On a periodic basis, Vicus Capital screens portfolios using software and research analysis. Certain securities such as bonds, money markets, and derivatives are not subject to screening using software and are not included in this analysis. In addition, some companies may not be included within the research universe and are not subject to analysis. Vicus Capital believes that holdings and screening information provided to the firm to be accurate, but accuracy cannot be guaranteed. Custodial services are provided through Fidelity Brokerage Services and Charles Schwab. In-kind transfers are dependent upon custodial platform offerings.
$45,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$75,000
Fee schedule starts at 0.55%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$75,000
Fee schedule starts at 0.55%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$65,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$50,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$2,500
0.65%
Financial advisor receives 0.25% of this fee as the “Referring Associate”
$50,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$60,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$50,000
Fee schedule starts at 0.30%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$60,000
Fee schedule starts at 0.45%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$2500
$25,000
0.65%
$25,000
Fee schedule starts at 0.45%
1 Vicus Capital is solely responsible for the fund selection and construction of the portfolios and neither Capital Client Group, Inc. nor its affiliates are involved in such activities.
2 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$75,000
Fee schedule starts at 0.33%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$150,000
Investment management fee is
a standard blended household
calculation comprised of the fee
schedules associated with the
strategies utilized
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.
$250,000
Fee schedule starts at 0.55%
1 Suggested minimum value. Accounts may be opened with initial values below the listed amount.