Vestmark Advisory Solutions (VAS) offers sub-advisory services to financial advisors, including financial institutions and registered investment advisors. VAS provides access to third-party asset managers' investment strategies through Manager Model Delivery, Separate Account Management, and Overlay Management. VAS also offers technology and business process outsourcing services through affiliated companies. VAS may engage directly with clients under specific circumstances.
Assets Under Management$10B
Clients32,047
Advisors8
Avg. per Client$310K
Avg. per Advisor$1.3B
Fee Structure
Investment management only (planning not offered)
Vestmark Advisory Solutions (VAS) provides services to financial advisors, who then use these services for their clients. The fees for these services are charged to the financial advisors, not directly to individual investors. These fees cover various services:
- Manager Model Delivery: 0 to 0.15%.
- Separate Account Management: 0 to 0.30%.
- Overlay Management: 0.04% to 0.20%.
- Direct Indexing: 0 to 0.30%.
- Manager Fees: 0.10% to 1.00%
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