NetVEST Financial provides trust education, preparation, and administration services to individuals and families. It also offers consulting services on topics like charitable giving, tax planning, and retirement planning. NetVEST does not provide investment management services. Advisory representatives may also be registered representatives of Cetera Advisor Networks LLC and investment advisor representatives of Summit Financial Group, Inc.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Trust preparation services — $2,500 to $10,000, depending on the complexity of the plan. Factors include the value and number of assets, real estate holdings, sub-trusts, and business ownership.
- Consulting services — $500 to $5,000 per engagement, or $400 to $750 per hour. An estimate of the total cost will be determined at the start of the engagement.
One-Time Plan:$2,500 - $10,000
Hourly Rate:$400 - $750/hr
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