Vestted, LLC is a registered investment advisor founded in 2025 and based in New Braunfels, Texas. The firm provides customized investment advisory and wealth management programs, as well as comprehensive financial planning. Vestted operates under a fiduciary standard, meaning they are legally required to act in your best interest. Their services cater to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. Investment management is offered through collaborative non-discretionary programs and discretionary model-based portfolios, allowing clients to choose the level of involvement they prefer. Additionally, Vestted offers specialized advisory platforms for private equity sponsors and pooled investment vehicles, covering cash management, liquidity optimization, and yield enhancement. Financial planning covers cash flow, budgeting, investment allocation, retirement accumulation and distribution, estate and tax strategy coordination, education funding, and insurance risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $50.0M | 1.00% |
| $50M+ | 1.00% |
Fees for accounts over $50,000,000 are negotiated below 1.00%. Related household accounts may be aggregated for fee calculation at the firm's discretion.