Vesta Wealth Management provides financial planning, financial consulting, and investment management services. Financial planning covers business planning, loan needs analysis, cash flow forecasting, tax planning, retirement planning, estate planning, insurance needs analysis, and education planning. Investment management is offered on a discretionary basis, primarily using mutual funds, exchange-traded funds, and individual securities. Vesta Wealth tailors its services to each client's needs.
Fee Structure
Vesta Wealth Management manages investments for an annual fee based on the value of your portfolio. The fee ranges from 0.20% to 2.00% per year, depending on the size of your portfolio and the services you receive. The fee is charged quarterly in advance.