Assets Under Management
$299.0M
Number of Clients
71
Number of Advisors
3
Average Client AUM
$4.2M
AUM per Advisor
$99.7M
Compensation
Fee-Only (AUM)
Vestura, LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create Investment Policy Statements and manage investments in mutual funds, equities, bonds, ETFs, real estate, and other securities. They require discretionary authority from clients.
| Assets Under Management | 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.
1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155