Vestura provides ongoing investment management services based on each client's individual goals, risk tolerance, and time horizon. Vestura creates an Investment Policy Statement for each client to help select a suitable portfolio. Vestura may request authority to make trades without asking first. Vestura's advice is limited to mutual funds, equities, bonds, ETFs, real estate, hedge funds, and other securities.
Assets Under Management$340M
Clients76
Advisors4
Avg. per Client$4.4M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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