Vista Investment Partners offers financial planning and investment management services. They work with clients to create a financial outline and investment plan based on their goals and risk tolerance. Vista manages investment portfolios on a discretionary or non-discretionary basis, and may use separate account managers. They also offer financial planning services that can be coupled with ongoing portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. Portfolio management fees for accounts trading fixed income securities will generally be lower than those shown in the fee schedule above and will be individually negotiated with each client. When one of Vista’s proprietary investment strategies is not used with respect to an account, the maximum annual fee based on a percentage of assets under management is 2.00%.