Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Vestura charges an annual fee based on the total value of your managed assets. For example, the fee is 1.50% on the first $1,999,999. Fees are negotiable and paid monthly in arrears. Clients are also responsible for third-party fees such as custodian fees. There is a $5,000,000 account minimum, which may be waived.
Areas of Practice
Advisor Information
Office location
1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155
Get directionsRegulatory History
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 →Other Business Activities
Jared is a co-owner and officer of Bluestem LLC, a business that owns and produces a cattle grafting product called MotherUp. He currently takes no salary or distributions from this position.