Robert Guido Battista

Vestmark Advisory Solutions, INC.

17 Years of Experience

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Firm Information

Vestmark Advisory Solutions, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

5 advisors

Number of Clients

32,047 clients

Average Client Portfolio

$313K average

Assets Under Management

$10.0B

Fee Structure

Financial Planning:Investment management only

VAS charges fees for Manager Model Delivery, Separate Account Management, Overlay Management, and Direct Indexing, as well as Manager fees and fees for Tech Services and BPO. These fees are typically calculated quarterly. Manager Model Delivery fees range from 0 to 15 bps, Separate Account Management fees range from 0 to 30 bps, Overlay Management fees range from 4 to 20 bps, Direct Indexing fees range from 0 to 30 bps, Manager fees range from 10 to 100 bps, and Tech Services and BPO fees range from 0 to 50 bps. The fees set forth above are in addition to advisory, brokerage, custody and other transaction costs that may be charged by Financial Advisor or other entities unrelated to VAS.

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Areas of Practice

Investment Management

Advisor Information

Office location

100 Quannapowitt Pkwy, Suite 205, Wakefield, MA, 01880

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.