Vista Way Advisors manages custom investment portfolios and offers comprehensive financial planning and business consulting services. Founded in 2020 and based in Charlestown, Massachusetts, Vista Way Advisors helps clients build personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm's financial planning services cover a wide range of topics, including retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and insurance reviews. Additionally, Vista Way Advisors provides specialized business consulting for entrepreneurs and business owners regarding operations, efficiency, growth strategies, and valuations, as well as retirement plan management for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.86% |
| $500K - $750K | 0.77% |
| $750K - $1.0M | 0.69% |
| $1M+ | 0.62% |
Household accounts may be aggregated. Fees are negotiable based on portfolio complexity, staff time required, and other factors.