Vincere Wealth Management, LLC

Vincere Wealth Management, LLC is an investment adviser firm founded in 2018 by Josh Bennett and Tim Uihlein. The firm specializes in providing investment management services tailored to individual client needs, offering continuous advice on fund investment based on client goals and circumstances. They also offer financial planning services covering various areas such as retirement planning, risk management, college savings, and estate planning. For investment management services, Vincere Wealth Management has a minimum account size requirement of $5,000. The firm charges an annual investment management fee of 0.75%, which is negotiable and paid quarterly in advance based on the client's assets under management. Clients have the option to choose their custodian, but this may impact the cost of transactions. The firm does not engage in performance-based fees or side-by-side management. Vincere Wealth Management primarily practices passive investment management, focusing on building portfolios with low expenses, minimal trading costs, and tax efficiency. The firm uses fundamental, technical, cyclical, and charting analysis methods for investment decisions. Clients are advised on various risks associated with different investment strategies, including market risk, interest rate risk, and cryptocurrency risk. The firm does not receive compensation from third parties for advice rendered to clients and does not participate in wrap fee programs. Vincere Wealth Management does not vote client proxies and does not have custody of client funds or securities. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.