Winfield Akeley is a registered investment advisor at Vesta Financialcare, based in Philadelphia, PA, with 18 years of industry experience. Winfield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 27 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vesta FinancialCare's fees for ongoing investment management are based on an annual retainer fee, paid quarterly. The fee depends on the amount of assets, number of accounts, and complexity of the investments. Fixed fees typically range between $4,000 and $12,000 annually ($1,000 to $3,000 quarterly). The annual fee may be higher if complex, multiple or very large accounts are involved.
Location
1735 Market Street, Suite A-419, Philadelphia, PA, 19103-7588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vesta Financialcare
State Registrations1 state
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