VistaFront Partners Inc. is an advisory firm that manages client accounts on a discretionary basis. VistaFront Partners Inc. constructs and manages portfolios based on client's investment goals, time frames, and risk tolerance. Investments may include individual stocks and bonds, stock mutual funds, exchange traded funds (ETFs), bond mutual funds, and real estate investment trusts (REITs). VistaFront Partners Inc. also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts.
Assets Under Management$640K
Clients24
Advisors2
Avg. per Client$27K
Avg. per Advisor$320K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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