Vestech Asset Management (VAM) offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and corporations. VAM provides personalized financial plans covering investments, taxes, insurance, retirement, estate planning, and education funding. VAM also manages investment portfolios, selecting securities and making trades with client consent. VAM may recommend third-party investment managers.
Assets Under Management$100M
Clients270
Advisors14
Avg. per Client$370K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| 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. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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