VestGen Advisors charges investment management fees as a percentage of assets under management, up to a maximum of 2% annually. Fees are generally billed quarterly, in advance, based on the custodian's reported value on the last business day of the quarter. In some cases, fees may be billed quarterly in arrears, based on the previous quarter's average daily balance. The firm may charge a lesser fee at its discretion based on various criteria. There is no minimum account size.
Lakeview, OH
Get directionsKevin is an independent life and health insurance agent, spending about 10-20% of his time on this activity. He also facilitates a web-based counseling platform and developed an app for interpretation services, dedicating about 10-20% of his time to this non-investment related activity.