MV
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
400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Vista Investment Management, LLC
August 2014 - Present · 11 yrs 5 mos
State Registrations5 states
CAFLLANCPA
Advisor
Exams
No exam information available for this advisor.