Vesta FinancialCare offers personalized investment management and financial planning services to individuals, trusts, estates, and charitable organizations. Vesta specializes in providing investment and financial management services focusing on the retirement phase of their clients' lives. This includes continuous advice pertaining to investment of their financial assets based on the individual needs and objectives of each client.
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.