Financial Frequently Asked Question VIP Planners

What are the benefits of working with VIP Planners, Inc.?
We simplify our clients’ financial lives. Time is valuable to everyone, so we utilize all of our years of experience to help provide wealth management that is both wealth-driven and personalized.

How are you compensated?
Our management fee is a percentage of the value of a client’s accounts. We use a standardized scale which ranges from 1.0% to 1.5% annually. There are no additional commissions or fees paid to us for our investment advisory services. Fees are payable quarterly and deducted automatically from within the portfolio.

Where will my investments be kept?
Our clients’ investments will be held with Fidelity Investments. Founded in 1946, Fidelity Investments is one of the largest and most comprehensive investment platforms in the world. Fidelity Investments offers a wealth of trading tools. Once best known for its mutual funds – the Fidelity Funds - the company is now a diversified investment brokerage, offering the full range of investment products, and some of the lowest trading fees available in the industry. At the end of 2017, Fidelity Investments had $2.45 trillion in assets under management.

How do I contact you?
You may contact us by either calling us at (540) 342-1895 or by emailing us at This email address is being protected from spambots. You need JavaScript enabled to view it.. There is no obligation and your information will not be shared with any other source.