JF
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Stated minimum account value of $1 million is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Vista's fee is based on a percentage of assets under management. The annual fee is 1.00% on the first $500,000, 0.75% on the next $1,500,000, and 0.50% on the balance over $2,000,000. Fees are calculated and payable quarterly. Fees are negotiable. Vista has a stated minimum account value of $1 million, but this is negotiable.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
Pittsburgh, PA
Get directionsRegulatory History (3)
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Regulatory
November 2001Final
Employment Separation After Allegations
August 2001Investigation
March 2000Employment History
Current Registrations
Vista Investment Management, LLC
January 2003 - Present · 23 yrs
Previous Registrations
Parker/hunter IncorporatedBroker
February 1988 - August 2001 · 13 yrs 6 mos
State Registrations5 states
CAFLLANCPA
Advisor
Exams
No exam information available for this advisor.