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Vestia Personal Wealth Advisors
Fort Wayne, Indiana
Vestia Personal Wealth Advisors, based out of Fort Wayne, IN, is a renowned local investment advisory firm. With a total of 23 employees, 15 of whom specialize in investment advisory services, Vestia offers expert financial guidance to a diverse range of clients. Their comprehensive compensation structure includes a percentage of assets under management and performance-based fees.
The firm boasts an impressive average of approximately $82.2 million in assets under management per investment advisor, aligning closely with the industry average. Managing over $514 million in assets for more than 1,220 individual clients, Vestia prima...see more
Assets Under Mgmt
$514.04M
Investment Professionals
15
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Vestia Personal Wealth Advisors
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