Vista Investment Management, LLC
Assets Under Management
$286.3M
Number of Clients
185
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)
About This Firm
Vista Investment Management provides discretionary investment management services, working with clients to determine investment goals, risk tolerance, and financial condition. They utilize a disciplined investment process, rebalancing portfolios on an ongoing basis. The firm invests in stocks, bonds, mutual funds, and ETFs.
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
Location
400 Penn Center Blvd., Suite 555, Pittsburgh, PA, 15235-5610