Vestura, LLC
Assets Under Management
$299.0M
Number of Clients
71
Number of Advisors
3
Average Client AUM
$4.2M
AUM per Advisor
$99.7M
Compensation
Fee-Only (AUM)
About This Firm
Vestura, LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and may request discretionary authority to select securities and execute transactions. They invest in mutual funds, equities, bonds, ETFs, real estate, and other securities.
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
Location
1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155