Vistica Wealth Advisors provides investment advice to individuals, high net worth individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. They offer investment management services, employee benefit plan services, and financial planning services. Vistica Wealth primarily recommends investments in an assortment of index funds and other “passive” products.
Fee Structure
Vistica Wealth charges an annual fee based on a percentage of the assets they manage. The maximum annual fee is 1.25%, subject to a minimum annual fee of $17,500 for investment management and financial planning services. The costs of financial planning services requested by investment management clients are generally covered within the asset-based fees, however, Vistica Wealth reserves the right to charge additional hourly fees where the client presents more complex financial planning needs.