Vista Investment Partners offers financial planning and investment management services. Vista works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Vista manages investment portfolios on a discretionary or non-discretionary basis, and may utilize separate account managers. Financial planning may be offered as a stand-alone service or coupled with ongoing portfolio management.
Assets Under Management$610M
Clients479
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,001. Fees for accounts trading fixed income securities will generally be lower and will be individually negotiated. When Vista's investment strategies are not used, the maximum annual fee is 2.00% and is individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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