Vetta Investments provides investment management services to individual clients, managing their accounts with full discretion. Vetta Investments specializes in equity-based portfolios, targeting either aggressive growth or dividend income. The firm uses a coordinated private money management system to minimize trading commissions and allocate expenses fairly. Client funds are held by an independent custodian.
Assets Under Management$1.7M
Clients5
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.