Vetoshko Wealth Management is a fee-only registered investment advisor founded in 2026 and based in North Port, Florida. The firm offers comprehensive wealth management, which combines ongoing investment management and personalized financial planning. Vetoshko Wealth Management helps clients build customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory and individual risk tolerance. In addition to ongoing portfolio supervision, the firm provides extensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, risk management, and tax planning strategies, including coordination of annual tax preparation through recommended third-party professionals. The firm also offers project-based financial planning for clients who need help with specific topics on a one-time basis. Vetoshko Wealth Management serves individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations.
Fee Structure
Vetoshko Wealth Management charges an ongoing fixed fee with a minimum of $3,000 annually, paid quarterly in advance. This fee covers both investment management and ongoing financial planning services. The exact fee depends on your specific needs, the complexity of your situation, and the time and resources required.
Before starting wealth management, clients pay an initial fee of $1,250 for an initial financial review, which is then applied toward your annual fee. Fees are negotiable.