Mountain Vista Wealth Management manages investment portfolios and provides financial planning services to individuals, high net-worth individuals, and small businesses. They create tailored investment plans based on each client's goals, risk tolerance, and financial situation. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. They offer both a comprehensive retainer model and an hourly consulting model for financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may differ for clients that established their relationship with Mountain Vista prior to the release of the current Advisory Fee Schedule or for legacy clients that had a pre-existing relationship with an investment adviser representative before the investment adviser representative became registered with Mountain Vista.