Vista Investment Partners manages investment portfolios and offers financial planning services for individuals, families, businesses, and retirement plans. Vista Investment Partners builds personalized investment plans using strategies such as long-term investing, tactical trading, and model portfolios, utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. For clients with employer-sponsored retirement accounts held outside the main custodian, Vista Investment Partners can manage those accounts through a third-party platform. Vista Investment Partners also advises corporate retirement plan sponsors on investment options and fiduciary responsibilities.
Fee Structure
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 for accounts over $2,000,000 are negotiable. Fixed income accounts generally have lower fees that are individually negotiated. If proprietary strategies are not used, the maximum fee is 2.00%.