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With Help

VestoryOne

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 Vanguard products

9,401 Stocks

15,199 Bonds

Annual fund fees on 60% stock/40% bond portfolio
0.09%

Personal advisory fee
0.90%

Three-Year 60/40 Sample Portfolio Return 
(average annual return thru 4/15 per Morningstar before advisory fee)

8.87%

 

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 Vanguard & DFA products

11,536 Stocks

15,199 Bonds

Annual fund fees on 60% stock/40% bond portfolio
0.31%

Personal advisory fee
0.90% on first $1 million
0.40% on next $1 million
0.25% asset over $2 million

Three-Year 60/40 Sample Portfolio Return 
(average annual return thru 4/15 per Morningstar before advisory fee)

9.44%