Vista Cima Wealth Management offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment plans and manage portfolios with discretionary authority. The firm also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. Additionally, Vista Cima Wealth Management offers pension consulting services to employee benefit plans.
Assets Under Management$120M
Clients205
Advisors3
Avg. per Client$570K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.50% |
| $249K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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