Vaquero Private Wealth, Ltd.

Vaquero Private Wealth, Ltd. is an independent financial advisor firm established in August 2017 by owners John B. Gordon and Laura C. Blair. The firm specializes in providing personalized financial advisory services on a discretionary basis, tailored to clients' financial goals and risk tolerance. They offer investment management services, including monitoring and adjusting client portfolios based on market conditions and client objectives. VPW may recommend external money managers for client portfolios and may suggest investments in private funds for qualified clients. The firm acts as a fiduciary for ERISA clients, providing retirement plan assistance and donor-advised services. VPW charges fees based on the size and complexity of the relationship, with an annual fee not exceeding 1.75%. The firm does not charge performance-based fees and does not engage in side-by-side management. VPW conducts periodic reviews of client accounts and offers financial planning and consulting services. The firm works with third-party service providers for operational support and custodial services. Clients are recommended to use Pershing or Fidelity as custodians. VPW has a Code of Ethics in place to ensure client interests are prioritized and prohibits the misuse of nonpublic information. The firm does not vote proxies for client securities and does not have any disciplinary actions on record. VPW provides detailed information on its investment strategies, risk factors, and financial industry activities in its brochure. As of December 31, 2024, the firm had $798,554,146 in assets under management.