Expertise for the big picture and finer details

FAQ's

  • What makes Vivian Investment Partners a good choice for me?
  • What does “Financially Independent” mean?
  • How do I know if I am Financially Independent yet?
  • What do you mean by a “Work-Optional Lifestyle”?
  • Can I still work with Vivian Investment Partners no matter where I live?
  • How do I know if I would be a good fit?
  • Is there a charge for an initial meeting with you?
  • Is there an investment minimum?
  • My finances are complicated. Is V.I.P. able to handle that?
  • How can I be sure my money and information are kept safe?
  • What is an RICP?
  • What is a CFP®?
  • What does a Fiduciary mean?
  • What does it mean to work with an Independent organization?
  • What are your fees?
  • Do I really need an advisor? Maybe I could do it myself.
  • I’m ready to work with V.I.P. What’s the next step?

Note:

Mark Vivian, President of Vivian Investment Partners holds the certifications RICP®, AAMS®, and CFP®

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.