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Vestura, Llc
Hobart, Wisconsin
Vestura, LLC, a small investment advisory firm headquartered in Hobart, WI, is dedicated to providing personalized financial services to its clients. With a team of four employees, three of whom specialize in investment advisory services, the firm ensures focused attention and expertise for each client. They manage an average of approximately $61,500,000 in assets per investment advisor, aligning with industry standards.
The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. This flexible approach allows clients to choose the compensation model that best suits t...see more
Assets Under Mgmt
$205.92M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Vestura, Llc
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