Vesteer Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They may also use sub-advisors to manage parts of your portfolio. Vesteer also provides financial planning services, creating a comprehensive evaluation of your current and future financial state. They also offer services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions.
Assets Under Management$22M
Clients29
Advisors3
Avg. per Client$770K
Avg. per Advisor$7.5M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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