Vista Way Advisors manages investment portfolios and offers financial planning services tailored to individual client needs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Vista Way Advisors also provides business consulting services to improve business operations and efficiency. For investment management, clients grant Vista Way Advisors authority to buy and sell securities on their behalf.
Assets Under Management$21M
Clients47
Advisors2
Avg. per Client$450K
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.72% |
| $1M+ | 0.55% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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