VOGEL CONSULTING, LLC

Overview

Vogel Consulting, LLC is a small, owner-operated independent registered investment adviser structured as an LLC. The firm operates more as an advisory and planning practice than as a traditional asset-gathering RIA: it lists accounting as a core business activity and focuses on financial planning services and the selection of outside advisers. Vogel Consulting identifies itself as a capital allocator, which indicates it places client capital with third-party managers rather than running large in-house investment platforms. The firm does not position itself as an ESG investor, is not multi-state, and uses an hourly and “other” fee approach rather than a standard AUM fee schedule.

Assets & Accounts

Investments & Alternatives

Location & Offices