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 $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
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
Advisor Information
Office location
400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610
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
Dylan works part-time as an employee/independent contractor driving passengers for Uber, dedicating a few hours per week to this activity. This activity is not investment-related.