Vicus Capital is pleased to introduce Kelsey Davis as its new Front Office Coordinator. Kelsey’s primary role is answering incoming telephone calls and directing advisors or staff to the most appropriate team member, while assisting internal departments with administrative responsibilities and data management projects.
Kelsey brings with her over 15 years of administrative experience in various industries. Kelsey’s interests include cooking, painting, attending concerts and home projects. Her recent move from New Hampshire sparked a job search that led to her position at Vicus Capital, and she is excited for this adventure in her new role.
Please join us in welcoming Kelsey to the Vicus Capital family!
Vicus Capital is pleased to introduce Logan Kehler as its new Relationship Manager. As a key contributor to the Advisor Engagement team, Logan assists in providing advisors with the tools, services, and solutions they require to maintain and grow their successful investment advisory practices. In supporting advisors’ unique growth initiatives, Logan is instrumental in continuing the firm’s legacy of focusing on strengthening partnerships and encouraging a sense of community among the advisor group. Whether strategizing on broader revenue generating opportunities or case planning to address specific client objectives, Logan looks forward to positively impacting the lives of advisors and clients alike.
Logan obtained his Bachelor’s degree in Finance from Susquehanna University. Outside of work, he enjoys hunting, playing golf, watching sports, and spending time with his fiancée.
Please join us in welcoming Logan to the Vicus Capital family!
Vicus Capital is pleased to introduce Ryan Miller as its new Investment Operations Associate. As an Investment Operations Associate, Ryan is responsible for the daily implementation and execution of our investment strategies in client portfolios, with a focus on managed solutions. Ryan is also responsible for maintaining the accuracy and detail of our portfolio management and trading systems.
Ryan graduated from Penn State University with a Bachelor’s degree in Finance and an MBA. Outside of the office, he enjoys playing volleyball, traveling, and watching sports, especially the Pittsburgh Steelers.
Please join us in welcoming Ryan 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.