Engagement options
At Vega Financial, we believe great advice should be easy to understand and aligned to where you are right now. Whether you need a one-time second opinion or an ongoing advisory relationship, we offer engagement options designed to meet you where you are.
Hourly Consultation
This option is ideal for investors who want clarity around a specific question or financial decision.
Common use cases
What to expect
Comprehensive Strategy
A long-term advisory relationship built around your goals.
This is Vega's core offering for households seeking continuous guidance, professional portfolio management, and proactive planning.
What is included
Annual Advisory Fees
annually for households with $1 million or more in investable assets
annually for households under $1 million
Fees are assessed monthly and fully disclosed. Vega Financial does not receive commissions or sell investment products.
Best for: Busy professionals, pre-retirees/retirees, and families who want a trusted advisor in their corner with active, hands-on strategy execution.
Options Strategy
Sophisticated tools used with discipline and risk controls.
Options strategies add complexity and require active oversight. This engagement is designed for experienced investors who want options incorporated as part of a broader portfolio strategy.
What is included
Annual Advisory Fee
Comprehensive management including options strategy implementation and monitoring.
Best for: Investors prepared for the heightened complexity, monitoring demands, and risk exposure inherent in options-based portfolios.
Choosing the Right Engagement
Some clients begin with a one-time consultation and later move into ongoing advisory. Others start with a comprehensive strategy from day one. There is no required path.
We will help you select the engagement that aligns with your goals, complexity, and level of involvement.
Ready to Work Together?
Let's start building your personalized financial plan today.