Assets Under Management
$3.5B
Number of Clients
9,453
Number of Advisors
52
Average Client AUM
$367K
AUM per Advisor
$66.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
VestGen Advisors provides asset management services to clients through its wrap fee program. Services include determining investment goals, risk tolerance, and objectives. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Fees are a percentage of assets under management.
1605 West Colonial Parkway, Inverness, IL, 60067