Vista Financial Services (VFS) offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. VFS creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. VFS generally limits its money management to equities, bonds, fixed income, ETFs, and government securities but may use other securities to diversify a portfolio when applicable.
Assets Under Management$20M
Clients35
Advisors1
Avg. per Client$570K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...