Vista Wave Investments manages client investment accounts, making buying and selling decisions without needing prior approval for each transaction. Jason K Williams, acting as a fiduciary, is legally required to act in your best interest. The firm monitors accounts regularly and meets with clients at least annually to discuss their financial goals. Vista Wave Investments invests in various securities, including stocks, bonds, and notes, based on the client's investment policy.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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