Vesteer Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, holding full authority to make trades on their behalf. In addition to managing individual portfolios, Vesteer Wealth Management advises employer-sponsored retirement plans like 401(k) plans. The firm also develops comprehensive financial plans covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. Vesteer Wealth Management is owned and operated by Rodney Sullivan and is located in Charlottesville, Virginia.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and portfolio size.