Vistamark Investments provides investment management and advisory services. Vistamark works with individuals, families, trusts, estates, businesses, pensions, and nonprofits. Vistamark creates custom investment strategies based on each client's unique circumstances, goals, and financial situation. Vistamark primarily offers discretionary investment management, but may offer recommendations for some accounts. Vistamark also provides sub-advisory services to other registered investment advisors.
Assets Under Management$26M
Clients4
Advisors3
Avg. per Client$6.5M
Avg. per Advisor$8.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In certain circumstances, Vistamark Investments may charge fees on a monthly basis, utilize flat-fee pricing, or apply other customized fee structures as agreed upon with clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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