VestGen Advisors provides investment management services on both discretionary and non-discretionary bases. They also offer financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation. VestGen also provides services to retirement plans, acting as a limited scope ERISA fiduciary. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.