Vest Financial is a registered investment advisor that provides investment advisory and sub-advisory services to various types of funds, including mutual funds, ETFs, and collective investment trusts. Vest also offers non-discretionary investment recommendations through model portfolios. Vest does not directly engage with individual retail investors.
Assets Under Management$39B
Clients145
Advisors12
Avg. per Client$270M
Avg. per Advisor$3.3B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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