Vista Finance offers investment advice and financial planning to individuals and other clients. They focus on understanding client goals and risk tolerance. Services include wrap portfolio management, financial planning, portfolio monitoring, and retirement plan consulting. Vista Finance may use third-party professionals on the client's behalf.
Assets Under Management$270M
Clients86
Advisors4
Avg. per Client$3.2M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$5,000
Vista Finance offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for information regarding fees. Vista Finance also uses Pontera to manage assets held away, which charges a 0.25% fee in addition to Vista Finance's wrap fee.
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