Vista Investment Management provides investment management services for both individual and institutional clients. Vista works with clients to determine their investment goals, risk tolerance, and financial situation, which is then incorporated into an Investment Policy. The firm manages client accounts on a discretionary basis, meaning they can buy or sell investments without prior authorization, within the constraints of the client's suitability and restrictions.
Assets Under Management$290M
Clients185
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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