Vestia Personal Wealth Advisors provides financial planning, investment management, and business consulting. They offer services like the Vestia Vue Process to create financial plans, Disciplined Wealth Management for investment accounts, and Private Capital for alternative investments. Vestia also has legacy client platforms. They may outsource portfolio management to sub-advisors. Vestia offers educational workshops on personal finance and investing.
Assets Under Management$830M
Clients3,829
Advisors18
Avg. per Client$220K
Avg. per Advisor$46M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee schedule applies to the Vestia Disciplined Wealth Management Platform and all Private Capital Assets. Vestia Legacy clients have a different fee schedule. The Emerging Wealth Management platform has a 0.50% annual fee plus a separate platform fee charged by Betterment.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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