David Roger Counihan

Vestura, LLC

5 Years of Experience

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Firm Information

Vestura, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

3 advisors

Number of Clients

71 clients

Average Client Portfolio

$4.2M average

Assets Under Management

$299.0M

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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.

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Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155

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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.