Vesta Investment Advisors provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. Vesta creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Vesta generally limits its investment advice to fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds and private placements, although Vesta primarily recommends REITs. Vesta requests authority to make trades without asking first.
Fee Structure
Vesta Investment Advisors charges an annual fee based on the value of your portfolio.
For standard portfolio management, the annual fee is 2.00% of the value of your portfolio.
For qualified clients, Vesta charges 2.00% of the value of your portfolio plus 20% of the capital appreciation. Accredited clients pay 2.00% of assets under management with no performance fee.
These fees are negotiable.