Vestie offers investment management services to individual clients. Vestie uses exchange-traded funds to build diversified portfolios based on your risk tolerance. You can choose between conservative, balanced, and growth portfolios. Vestie does not allow security-specific restrictions but may consider reasonable restrictions on a case-by-case basis.
Assets Under ManagementN/A
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Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Vestie charges a flat fee for its investment management services: either $14 per month or $139 per year, billed in advance. You can pay by credit card. If you cancel your service, you'll receive a refund for any unused portion of your fee.
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