Vista Strategic Solutions refers clients to other investment advisors, primarily Wells Fargo Advisors, to manage their money. Vista receives a portion of the advisory fee from the third-party advisor. Vista does not manage client assets directly or review the ongoing performance of the third-party advisor. The firm also does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Vista refers clients to third-party investment advisors and receives a fee share. For example, if referred to Wells Fargo Advisors, Vista receives 0.50% of assets annually, while Wells Fargo Advisors receives 1.00%, for a total fee of 1.50%. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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