Stasia Veramallay
Stasia Veramallay is a registered investment advisor at Vista Investment Partners, based in Richmond, IN, with 24 years of industry experience. Stasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 443 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. Portfolio management fees for accounts trading fixed income securities will generally be lower than those shown in the fee schedule above and will be individually negotiated with each client. When one of Vista’s proprietary investment strategies is not used with respect to an account, the maximum annual fee based on a percentage of assets under management is 2.00%.
Fee Estimator
Location
One Woodside Drive, Richmond, IN, 47374
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Stasia is a registered investment advisor representative and registered representative, dedicating nearly full-time hours to client relationships and brokerage business. She also sells various lines of non-securities insurance products and fixed annuities, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Vista Investment Partners
Level Four Financial, LLC
Level Four Financial, LLCBroker
Previous Registrations
Vista Investment Partners LLC
Cantella & CO., INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.