Vestarter

for portfolios of $5,000 to $250,000

One of the first combinations of technology and personal service to allow those with smaller portfolios access to well-diversified global portfolios based on personal risk tolerance and goals, along with a level of ongoing fee-only, personal investment advice previously available only to those with six or seven figure portfolios.

Globally diversified personalized portfolio using at variety of ETFs

Annual fund fees on 60% stock/40% bond portfolio
0.16%

Personal advisory fee
0.90%

 

VESTORY

for portfolios with more than $250,000

Full-service, fee-only wealth management featuring individualized wealth planning; custom crafted, gloablly-diversified portfolios; retirement income creation, plus a host of other personalized services and ongoing guidance to help clients reach their finanvcial goals with guidance from experienced, fiduciary investment advisors.

Globally diversified personalized portfolio using no-load funds

Annual fund fees on 60% stock/40% bond portfolio
0.29%

Personal advisory fee
0.90% on first $1 million
0.50% on next $1 million
0.30% asset over $2 million