Vector Wealth Management

Vector Wealth Management, a registered investment adviser, is a combination of VectorWealth Management, LLC, founded in 1993, and SNS Financial Group, LLC, founded in 2009. Acquired by Bluespring Wealth Partners, LLC in 2019, Vector provides financial and asset management services. With $1.49 billion in assets under management as of December 31, 2024, Vector offers discretionary and non-discretionary investment management services, tailored to individual client needs. Acting as a fiduciary, Vector prioritizes client interests, transparency, and good faith. The firm utilizes its proprietary application, Sojourn™, for client-specific investment policies, emphasizing an interactive process for mutual agreement. Clients are advised to promptly communicate any changes in financial situations or investment objectives. Vector also offers concentrated position and portfolio hedging services, with a recommended minimum investment of $250,000 per position. The firm may recommend private placement securities for accredited investors and provides various consulting services, including financial planning and retirement planning. Fees are charged based on assets under management, with tiered fee structures. Vector does not engage in performance-based fees and serves individuals, business owners, pension plans, trusts, and estates, with a minimum account size of $500,000. The firm's investment strategies involve fundamental and technical analysis, with a focus on long-term goals and risk management. Clients are responsible for voting on securities and receive general company communications. Vector does not vote on behalf of clients and does not engage in proxy voting.