Vestis Advisors is a registered investment advisor providing investment management and financial planning services. Vestis acts as a fiduciary, prioritizing client interests. Investment management involves understanding client goals and designing appropriate strategies using mutual funds, exchange-traded funds, and separately managed accounts. Financial planning covers areas like retirement, education, and insurance needs. Vestis may refer clients to other specialists.
Assets Under Management$9.6M
Clients17
Advisors1
Avg. per Client$570K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.00% |
| $2M+ | 1.00% |
Fees may be negotiable at the sole discretion of Vestis Advisors. Certain Clients may also be offered a fixed dollar fee arrangement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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