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.
Naples, FL
Get directionsJeffery is a limited partner, principal, and founding member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. He also dedicates full-time hours to VestGen Advisors, LLC, a Registered Investment Advisor (RIA).