Vestgen Advisors, LLC
Assets Under Management
$3.5B
Number of Clients
9,453
Number of Advisors
52
Average Client AUM
$367K
AUM per Advisor
$66.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
VestGen Advisors provides ongoing asset management services to clients by determining their investment goals, time horizons, objectives, and risk tolerance. Investment strategies, selection, allocation, and monitoring are based on these factors. They offer discretionary and non-discretionary management, and may utilize third-party managers or their affiliate, VestGen Investment Management.
Fee Structure
VestGen Advisors charges investment management fees as a percentage of assets under management, up to a maximum of 2% annually. Fees are generally billed quarterly, in advance, based on the custodian's reported value on the last business day of the quarter. In some cases, fees may be billed quarterly in arrears, based on the previous quarter's average daily balance. The firm may charge a lesser fee at its discretion based on various criteria. There is no minimum account size.
Areas of Practice
Location
1605 West Colonial Parkway, Inverness, IL, 60067