VestGen Investment Management provides investment advisory and management services through its Managed Accounts Platform. This platform offers access to model portfolios from VestGen and third-party managers. VestGen works with independent financial representatives to determine a client's risk profile and allocate investments accordingly. VestGen also manages a proprietary mutual fund. The firm provides services on brokerage accounts, variable insurance products, retirement platforms, and sponsored investment management platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.85% |
| $1M+ | 1.25% |
VestGen reserves the right to charge a different management fee, no greater than 2.20% annually, on any account value, as agreed to by the client. Model Manager Fees typically range from 0.0% to 0.35% but may be higher and will be disclosed to the client at the time of account opening.