Vest Assured provides wealth management services including investment portfolio management and financial planning. They tailor their investment advice to meet individual client needs and objectives. Financial planning involves analyzing a client's financial resources and providing advice on managing those resources to meet their goals. Vest Assured requires clients to grant discretionary authority to manage their accounts.
Assets Under Management$7.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...