Vetea Ribet
Vetea Ribet is a registered investment advisor at Westside Investment Management, LLC, based in Kahului, HI, with 19 years of industry experience. Vetea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 890 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westside Investment Management charges a fee based on a percentage of the assets they manage. The exact percentage can vary up to 1.50% depending on factors like the amount of assets, complexity, and scope of services. The firm also participates in programs with SEI, where fees range from 0% to 1.50%, not including SEI's program fee. For monitoring other money managers, the fee also ranges from 0% to 1.50%.
Location
33 Lono Avenue, Suite 345, Kahului, HI, 96732
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Regulatory History (1)
Customer Dispute
May 2021Other Business Activities
Vetea is a registered investment advisor at Westside Investment Management, Inc., dedicating full-time hours to this role. He also owns rental real estate in Paia, HI, which requires minimal time, and operates Westside Investment Management, LLC as a DBA for his LPL business, spending nearly full-time hours on this.
Employment History
Current Registrations
Westside Investment Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
State Registrations16 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.