Vestech Asset Management is a registered investment advisor founded in 2016 and based in Saint Louis, Missouri. The firm manages investment portfolios and provides customized financial planning services to individuals, high net worth individuals, trusts, estates, and corporations. Vestech Asset Management builds tailored asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and other securities. The firm also offers specialized financial planning services covering retirement, taxes, estate planning, insurance analysis, and education funding. In addition to managing accounts held directly at approved brokerage firms, Vestech Asset Management can oversee outside accounts such as retirement accounts through specialized platforms to implement tax-efficient strategies and rebalancing. The firm emphasizes putting client interests first and operates with discretionary trading authority after receiving written client consent.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000.