Vestpointe Wealth Management, LLC provides continuous investment management, wealth advisory, and financial planning services to individuals, families, and businesses. Using a top-down and fundamental analysis approach, Vestpointe builds personalized portfolios across several model strategies—ranging from conservative to aggressive—as well as specialized tactical options. When clients sign up for wealth management, financial planning is included at no extra charge. Vestpointe also assists clients with turnkey asset management programs, ERISA plan services for retirement accounts, trust services, and consulting. The firm acts in your best interest as a fiduciary when managing accounts and works alongside an affiliated accounting firm, Joseph I. McCabe III CPA, P.C., to provide comprehensive financial support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.20% |
Fees are negotiable. Related clients living at the same address and immediate family members can house-hold accounts to achieve breakpoints.