Assets Under Management
$705.3M
Number of Clients
2,705
Number of Advisors
2
Average Client AUM
$261K
AUM per Advisor
$352.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
VestGen provides investment advisory and investment management services to various clients through its Managed Accounts Platform, offering Unified Managed Accounts (UMAs) and model portfolios. They also create and manage proprietary models and a mutual fund, implementing strategies on various platforms. VestGen provides a platform to independent advisors, offering access to models and operational services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.85% |
| $1M+ | 1.25% |
VestGen reserves the right to charge a different management fee, no greater than 2.20% annually, on any account value, in its sole discretion, as agreed to by the client.
3393 Bargaintown Road, Egg Harbor Twp., NJ, 08234