Vestor Capital is an investment and wealth management firm that provides investment advice and asset management to individuals, families, corporations, and institutions. They work with clients to develop strategies to grow, protect, and transfer wealth. Vestor Capital typically requires a minimum of $500,000 to invest and an in-depth meeting to determine compatibility.
Assets Under Management$2.1B
Clients1,270
Advisors23
Avg. per Client$1.6M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $6.0M | 1.10% |
| $6M+ | 1.00% |
Fees are negotiable and vary from client to client. Fees differ for certain charitable and non-profit organizations, accounts containing securities restrictions and accounts charged on a fixed-fee or adjusted basis. For fixed income only relationships, the annual fee is 0.50%, subject to a minimum fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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