VestGen Advisors offers personalized investment management and financial planning services. For portfolio management, VestGen Advisors operates on both a discretionary basis, where the firm makes trades without prior approval, and a non-discretionary basis, where the firm recommends trades for client approval. The firm may also recommend third-party investment managers or affiliate strategies to oversee client portfolios. In addition to investment management, VestGen Advisors provides comprehensive financial planning covering net worth statements, cash flow analysis, retirement strategies, long-term investment planning, tax reduction strategies, and estate preservation. The firm also offers advisory services to retirement plan sponsors. VestGen Advisors works with individuals, high-net-worth clients, trusts, estates, small businesses, and charities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee ranges up to a maximum of 2.5% of assets held in the account. Fees are negotiable at the firm's discretion based on criteria such as account size, asset types, and relationship history.