Vested Finance is a financial technology company that provides investment advisory services through an automated web-based system. The firm offers model portfolios based on a client's risk profile. Vested Finance also offers private funds for Indian nationals to invest in US pre-IPO private shares and US Nationals to invest in Indian listed equities and Pre-IPO shares. The firm does not verify client information and relies on the information provided by the client.
Fee Structure
Vested Finance offers investment advisory services through a wrap-fee program. The fee includes money management, transaction costs, and custodial costs. The firm also offers private funds with fees based on each offering's subscription fees and expense charges. The wrap fee may be higher or lower than purchasing services separately. Vested Finance may receive performance-based compensation from certain clients, creating a potential conflict of interest.