At Vegalytics Wealth Management, we believe solid and affordable investment advice should be available to everyone, regardless of your age or where you are on your financial journey. That is why we provide sophisticated investment strategies and innovative solutions to help our clients achieve their goals.

Because every client is different, we offer three flexible fee plans to meet your needs.

Asset-Based Plan

At Vegalytics Wealth Management, we believe solid and affordable investment advice should be available to everyone, regardless of your age or where you are on your financial journey. That is why we provide sophisticated investment strategies and innovative solutions to help our clients achieve their goals.

Retainer Plan

For a low monthly fee, we provide advice and guidance, as well as investment management. Plus, as a retainer client, you receive a discount on your portfolio management fees.

Vegalytics Plan

This actively managed, delta-neutral options strategy helps investors whose investment situation is deemed fit navigate highly volatile markets. The Vegalytics plan is actively managed to take advantage of market opportunities with a focus on minimizing downside risk.