VESTERA Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, businesses, and charitable organizations. VESTERA Wealth also provides investment consulting services to private clients, institutional investors, foundations, and non-profit organizations. VESTERA Wealth may recommend unaffiliated investment managers or platforms. The firm acts as a sub-advisor for other registered investment advisors.
Assets Under Management$1.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
All clients will be charged a minimum annual fee of $12,000. The Advisor’s total fee will not exceed 2.00% of the Client’s assets under management. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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