Vista Cima Wealth Management provides ongoing portfolio management, financial planning, and pension consulting services tailored to the individual goals and risk tolerance of each client. Vista Cima Wealth Management builds customized investment portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and insurance products. The firm operates with the authority to make trades without asking first, making decisions based on its legal obligation to act in the client's best interest. Vista Cima Wealth Management serves individuals, high-net-worth individuals, and employee benefit plans with no minimum account size required.
Assets Under Management$140M
Clients266
Advisors3
Avg. per Client$540K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.50% |
| $249K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1000K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Portfolio management fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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