Vestpointe Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and businesses. Vestpointe offers continuous advice and asset supervision, generally on a discretionary basis. Financial planning services are also available separately. Vestpointe may use unaffiliated sub-advisers (TAMPs) for a portion of a client’s account.
Assets Under Management$170M
Clients116
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.40% |
| $7.5M+ | 0.20% |
Fees are negotiable at Vestpointe's discretion. Related clients living at the same address and immediate family members can elect to have fees “house-held” when circumstances would allow them to achieve a break point.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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