Vienna Asset Management LLC fees and pricing

Financial planner in Saratoga, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Vienna Asset Management LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Services are offered based on an hourly fee of $500 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The Advisory Fee is billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the day’s services are provided during the given period.”

Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 134
Employees: 4
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $256,525,661
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299725
Website: vamladvisors.com (opens in new tab)
Phone: (408) 882-1770

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